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 | $562,251 | $114,013+393.1% | $103,693+442.2% | $155,188+262.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 18.32% | 49.31%-31.0pp | 47.61%-29.3pp | 148.84%-130.5pp |
| Employer contribution / active EE | $26,551 | $3,131+747.9% | $2,920+809.2% | $4,248+525.1% |
| Participant deferral / active EE | $33,559 | $4,970+575.3% | $4,579+632.9% | $6,531+413.8% |
| Admin fee / account holder | $4,423 | $8,407-47.4% | $7,858-43.7% | $14,480-69.5% |