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 | $184,014+193.3% | $161,149+234.9% | $138,895+288.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.87% | 21.52%-2.7pp | 21.16%-2.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $25,108 | $5,055+396.7% | $4,360+475.9% | $4,194+498.6% |
| Participant deferral / active EE | $6,631 | $6,909-4.0% | $6,153+7.8% | $6,396+3.7% |
| Admin fee / account holder | $2,897 | $18,027-83.9% | $15,194-80.9% | $12,562-76.9% |