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 | $528,007 | $209,336+152.2% | $197,124+167.9% | $137,256+284.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.55% | 48.09%-35.5pp | 44.34%-31.8pp | 220.34%-207.8pp |
| Employer contribution / active EE | $4,069 | $6,591-38.3% | $6,227-34.7% | $4,156-2.1% |
| Participant deferral / active EE | $19,078 | $9,614+98.4% | $9,135+108.9% | $6,407+197.8% |
| Admin fee / account holder | $10,096 | $17,308-41.7% | $16,298-38.1% | $12,270-17.7% |