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 | $419,756 | $156,398+168.4% | $147,318+184.9% | $138,895+202.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.94% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $7,943 | $4,853+63.7% | $4,593+72.9% | $4,194+89.4% |
| Participant deferral / active EE | $14,707 | $8,237+78.5% | $7,906+86.0% | $6,396+129.9% |
| Admin fee / account holder | $3,443 | $14,976-77.0% | $13,708-74.9% | $12,562-72.6% |