Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $490,788 | $148,629+230.2% | $135,982+260.9% | $139,487+251.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.27% | 79.33%-66.1pp | 68.32%-55.1pp | 373.84%-360.6pp |
| Employer contribution / active EE | $22,062 | $5,247+320.5% | $4,859+354.0% | $4,755+364.0% |
| Participant deferral / active EE | $13,055 | $8,102+61.1% | $7,760+68.2% | $6,713+94.5% |
| Admin fee / account holder | $6,760 | $12,406-45.5% | $10,767-37.2% | $11,407-40.7% |