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 | $699,648 | $217,432+221.8% | $185,849+276.5% | $167,536+317.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.62% | 148.42%-136.8pp | 122.10%-110.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $18,970 | $5,875+222.9% | $5,169+267.0% | $4,839+292.0% |
| Participant deferral / active EE | $15,249 | $6,357+139.9% | $5,569+173.8% | $6,342+140.4% |
| Admin fee / account holder | $56,983 | $19,818+187.5% | $16,244+250.8% | $12,315+362.7% |