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 | $632,405 | $181,062+249.3% | $158,223+299.7% | $155,188+307.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.11% | 57.39%-44.3pp | 52.09%-39.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $7,567 | $4,565+65.8% | $4,109+84.2% | $4,248+78.1% |
| Participant deferral / active EE | $10,109 | $6,134+64.8% | $5,467+84.9% | $6,531+54.8% |
| Admin fee / account holder | $1,073 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |