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 | $586,326 | $185,883+215.4% | $170,043+244.8% | $139,466+320.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.88% | 60.54%-47.7pp | 53.40%-40.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $18,635 | $7,596+145.3% | $6,790+174.5% | $4,754+292.0% |
| Participant deferral / active EE | $21,120 | $11,626+81.7% | $10,410+102.9% | $6,712+214.7% |
| Admin fee / account holder | $526 | $15,393-96.6% | $12,824-95.9% | $11,409-95.4% |