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 | $624,317 | $212,386+194.0% | $199,883+212.3% | $138,895+349.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.27% | 47.75%-31.5pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $4,077 | $6,625-38.5% | $6,261-34.9% | $4,194-2.8% |
| Participant deferral / active EE | $5,075 | $9,617-47.2% | $9,138-44.5% | $6,396-20.7% |
| Admin fee / account holder | $1,722 | $18,233-90.6% | $17,268-90.0% | $12,562-86.3% |