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 | $485,986 | $127,387+281.5% | $115,038+322.5% | $125,389+287.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 0.63% | 31.28%-30.7pp | 26.14%-25.5pp | 282.24%-281.6pp |
| Employer contribution / active EE | $3,202 | $5,166-38.0% | $4,608-30.5% | $4,866-34.2% |
| Participant deferral / active EE | $4,248 | $6,423-33.9% | $6,026-29.5% | $5,352-20.6% |
| Admin fee / account holder | $37,739 | $9,516+296.6% | $8,175+361.6% | $9,541+295.5% |