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 | $477,709 | $157,276+203.7% | $141,177+238.4% | $152,885+212.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.53% | 64.33%-48.8pp | 71.40%-55.9pp | 345.39%-329.9pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,763+5.0% |
| Participant deferral / active EE | $5,560 | $7,110-21.8% | $6,710-17.1% | $5,851-5.0% |
| Admin fee / account holder | $20,114 | $12,123+65.9% | $10,263+96.0% | $11,598+73.4% |