Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $424,517 | $162,136+161.8% | $152,301+178.7% | $154,746+174.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.39% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $23,364 | $4,890+377.8% | $4,624+405.2% | $4,379+433.5% |
| Participant deferral / active EE | $19,557 | $8,341+134.5% | $8,004+144.3% | $6,730+190.6% |
| Admin fee / account holder | $4,494 | $15,759-71.5% | $14,398-68.8% | $14,365-68.7% |