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 | $526,041 | $155,555+238.2% | $146,866+258.2% | $155,188+239.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.20% | 115.41%-104.2pp | 102.85%-91.7pp | 148.84%-137.6pp |
| Employer contribution / active EE | $10,297 | $4,647+121.6% | $4,425+132.7% | $4,248+142.4% |
| Participant deferral / active EE | $12,864 | $8,044+59.9% | $7,759+65.8% | $6,531+97.0% |
| Admin fee / account holder | $5,196 | $14,755-64.8% | $13,620-61.9% | $14,480-64.1% |