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 | $695,497 | $172,111+304.1% | $150,298+362.7% | $137,256+406.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.00% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $10,561 | $4,636+127.8% | $4,154+154.2% | $4,156+154.1% |
| Participant deferral / active EE | $8,354 | $6,166+35.5% | $5,453+53.2% | $6,407+30.4% |
| Admin fee / account holder | $29,067 | $16,471+76.5% | $14,116+105.9% | $12,270+136.9% |