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 | $403,754 | $174,379+131.5% | $152,093+165.5% | $138,895+190.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 43.09% | 74.86%-31.8pp | 66.36%-23.3pp | 145.39%-102.3pp |
| Employer contribution / active EE | $24,310 | $4,652+422.6% | $4,175+482.3% | $4,194+479.6% |
| Participant deferral / active EE | $16,095 | $6,159+161.3% | $5,451+195.2% | $6,396+151.6% |
| Admin fee / account holder | $1,842 | $16,880-89.1% | $14,497-87.3% | $12,562-85.3% |