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 | $780,277 | $211,239+269.4% | $178,528+337.1% | $145,877+434.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.94% | 30.22%-18.3pp | 27.11%-15.2pp | 551.28%-539.3pp |
| Employer contribution / active EE | $14,340 | $4,570+213.8% | $3,950+263.0% | $4,663+207.5% |
| Participant deferral / active EE | $7,625 | $6,963+9.5% | $6,278+21.4% | $6,691+14.0% |
| Admin fee / account holder | $2,241 | $12,095-81.5% | $10,419-78.5% | $13,402-83.3% |