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 | $606,159 | $209,336+189.6% | $197,124+207.5% | $137,256+341.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.96% | 48.09%-33.1pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $14,397 | $6,591+118.4% | $6,227+131.2% | $4,156+246.4% |
| Participant deferral / active EE | $26,151 | $9,614+172.0% | $9,135+186.3% | $6,407+308.2% |
| Admin fee / account holder | $4,694 | $17,308-72.9% | $16,298-71.2% | $12,270-61.7% |