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 | $529,866 | $157,276+236.9% | $141,177+275.3% | $152,885+246.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.85% | 64.33%-48.5pp | 71.40%-55.6pp | 345.39%-329.5pp |
| Employer contribution / active EE | $24,125 | $5,262+358.5% | $4,736+409.4% | $4,763+406.5% |
| Participant deferral / active EE | $22,185 | $7,110+212.0% | $6,710+230.6% | $5,851+279.2% |
| Admin fee / account holder | $486 | $12,123-96.0% | $10,263-95.3% | $11,598-95.8% |