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 | $536,602 | $123,000+336.3% | $105,582+408.2% | $198,609+170.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 11.94% | 18.31%-6.4pp | 18.61%-6.7pp | 202.70%-190.8pp |
| Employer contribution / active EE | $7,556 | $3,582+110.9% | $2,984+153.2% | $5,055+49.5% |
| Participant deferral / active EE | $16,041 | $5,013+220.0% | $4,353+268.5% | $6,977+129.9% |
| Admin fee / account holder | $9,594 | $16,254-41.0% | $12,856-25.4% | $19,030-49.6% |