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 | $469,796 | $199,109+135.9% | $173,730+170.4% | $154,746+203.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 15.86% | 20.02%-4.2pp | 19.96%-4.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $21,657 | $5,311+307.8% | $4,577+373.1% | $4,379+394.6% |
| Participant deferral / active EE | $15,194 | $7,113+113.6% | $6,326+140.2% | $6,730+125.7% |
| Admin fee / account holder | $471 | $20,916-97.7% | $17,523-97.3% | $14,365-96.7% |