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 | $436,758 | $223,823+95.1% | $211,142+106.9% | $154,746+182.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.39% | 50.39%-28.0pp | 46.84%-24.4pp | 172.34%-149.9pp |
| Employer contribution / active EE | $19,836 | $6,787+192.3% | $6,442+207.9% | $4,379+353.0% |
| Participant deferral / active EE | $16,329 | $9,750+67.5% | $9,284+75.9% | $6,730+142.6% |
| Admin fee / account holder | $14,721 | $19,707-25.3% | $19,076-22.8% | $14,365+2.5% |