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 | $535,461 | $154,228+247.2% | $145,433+268.2% | $137,256+290.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.73% | 74.59%-57.9pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $17,010 | $4,804+254.1% | $4,554+273.5% | $4,156+309.3% |
| Participant deferral / active EE | $15,788 | $8,216+92.2% | $7,897+99.9% | $6,407+146.4% |
| Admin fee / account holder | $11,197 | $14,344-21.9% | $13,129-14.7% | $12,270-8.7% |