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 | $474,399 | $154,228+207.6% | $145,433+226.2% | $137,256+245.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.66% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,424 | $4,804-49.5% | $4,554-46.8% | $4,156-41.7% |
| Participant deferral / active EE | $20,992 | $8,216+155.5% | $7,897+165.8% | $6,407+227.7% |
| Admin fee / account holder | $3,582 | $14,344-75.0% | $13,129-72.7% | $12,270-70.8% |