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 | $539,748 | $199,109+171.1% | $173,730+210.7% | $154,746+248.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.87% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $25,108 | $5,311+372.7% | $4,577+448.5% | $4,379+473.4% |
| Participant deferral / active EE | $6,631 | $7,113-6.8% | $6,326+4.8% | $6,730-1.5% |
| Admin fee / account holder | $2,897 | $20,916-86.1% | $17,523-83.5% | $14,365-79.8% |