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 | $963,626 | $96,508+898.5% | $75,901+1169.6% | $152,897+530.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.67% | 33.99%-14.3pp | 30.76%-11.1pp | 345.43%-325.8pp |
| Employer contribution / active EE | $16,667 | $3,310+403.5% | $2,501+566.4% | $4,764+249.9% |
| Participant deferral / active EE | $10,800 | $4,554+137.2% | $3,603+199.7% | $5,851+84.6% |
| Admin fee / account holder | $6,644 | $8,081-17.8% | $5,420+22.6% | $11,599-42.7% |