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 | $529,002 | $212,386+149.1% | $199,883+164.7% | $138,895+280.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 19.51% | 47.75%-28.2pp | 43.81%-24.3pp | 145.39%-125.9pp |
| Employer contribution / active EE | $26,234 | $6,625+296.0% | $6,261+319.0% | $4,194+525.5% |
| Participant deferral / active EE | $20,568 | $9,617+113.9% | $9,138+125.1% | $6,396+221.6% |
| Admin fee / account holder | $16,087 | $18,233-11.8% | $17,268-6.8% | $12,562+28.1% |