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 | $598,806 | $154,228+288.3% | $145,433+311.7% | $137,256+336.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $22,120 | $4,804+360.4% | $4,554+385.7% | $4,156+432.2% |
| Participant deferral / active EE | $12,186 | $8,216+48.3% | $7,897+54.3% | $6,407+90.2% |
| Admin fee / account holder | $3,667 | $14,344-74.4% | $13,129-72.1% | $12,270-70.1% |