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 | $744,026 | $111,535+567.1% | $105,223+607.1% | $137,256+442.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.08% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $15,959 | $3,939+305.1% | $3,689+332.7% | $4,156+284.0% |
| Participant deferral / active EE | $7,253 | $5,500+31.9% | $5,072+43.0% | $6,407+13.2% |
| Admin fee / account holder | $3,951 | $9,721-59.4% | $8,859-55.4% | $12,270-67.8% |