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 | $413,769 | $156,398+164.6% | $147,318+180.9% | $138,895+197.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.70% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $19,820 | $4,853+308.4% | $4,593+331.5% | $4,194+372.6% |
| Participant deferral / active EE | $12,430 | $8,237+50.9% | $7,906+57.2% | $6,396+94.3% |
| Admin fee / account holder | $3,229 | $14,976-78.4% | $13,708-76.4% | $12,562-74.3% |