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 | $560,987 | $201,370+178.6% | $184,256+204.5% | $145,897+284.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.08% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $12,446 | $7,024+77.2% | $6,427+93.7% | $4,663+166.9% |
| Participant deferral / active EE | $8,317 | $9,808-15.2% | $9,133-8.9% | $6,689+24.3% |
| Admin fee / account holder | $24,283 | $16,364+48.4% | $13,899+74.7% | $13,390+81.3% |