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 | $505,387 | $181,062+179.1% | $158,223+219.4% | $155,188+225.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.22% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $21,000 | $4,565+360.1% | $4,109+411.1% | $4,248+394.4% |
| Participant deferral / active EE | $31,000 | $6,134+405.3% | $5,467+467.0% | $6,531+374.6% |
| Admin fee / account holder | $1,351 | $18,825-92.8% | $16,047-91.6% | $14,480-90.7% |