Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $700,271 | $154,228+354.1% | $145,433+381.5% | $137,256+410.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.28% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $24,189 | $4,804+403.5% | $4,554+431.1% | $4,156+482.0% |
| Participant deferral / active EE | $22,400 | $8,216+172.6% | $7,897+183.6% | $6,407+249.6% |
| Admin fee / account holder | $3,744 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |