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 | $463,006 | $213,785+116.6% | $185,441+149.7% | $155,188+198.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.36% | 19.97%-11.6pp | 20.16%-11.8pp | 148.84%-140.5pp |
| Employer contribution / active EE | $38,571 | $5,393+615.2% | $4,672+725.5% | $4,248+808.0% |
| Participant deferral / active EE | $5,642 | $6,864-17.8% | $6,152-8.3% | $6,531-13.6% |
| Admin fee / account holder | $1,505 | $21,134-92.9% | $17,890-91.6% | $14,480-89.6% |