Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $506,681 | $102,609+393.8% | $98,090+416.5% | $138,895+264.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 13.98% | 36.44%-22.5pp | 37.05%-23.1pp | 145.39%-131.4pp |
| Employer contribution / active EE | $21,000 | $3,867+443.0% | $3,606+482.3% | $4,194+400.7% |
| Participant deferral / active EE | $23,500 | $8,167+187.7% | $7,845+199.6% | $6,396+267.4% |
| Admin fee / account holder | $4,333 | $11,434-62.1% | $11,815-63.3% | $12,562-65.5% |