Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $433,674 | $162,136+167.5% | $152,301+184.7% | $154,746+180.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.63% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,099 | $4,890-77.5% | $4,624-76.2% | $4,379-74.9% |
| Participant deferral / active EE | $15,866 | $8,341+90.2% | $8,004+98.2% | $6,730+135.7% |
| Admin fee / account holder | $29,325 | $15,759+86.1% | $14,398+103.7% | $14,365+104.1% |