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 | $536,537 | $212,386+152.6% | $199,883+168.4% | $138,895+286.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.13% | 47.75%-33.6pp | 43.81%-29.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $21,983 | $6,625+231.8% | $6,261+251.1% | $4,194+424.1% |
| Participant deferral / active EE | $18,097 | $9,617+88.2% | $9,138+98.0% | $6,396+182.9% |
| Admin fee / account holder | $561 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |