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 | $646,086 | $154,228+318.9% | $145,433+344.3% | $137,256+370.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.18% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,564 | $4,804+57.5% | $4,554+66.1% | $4,156+82.0% |
| Participant deferral / active EE | $11,965 | $8,216+45.6% | $7,897+51.5% | $6,407+86.8% |
| Admin fee / account holder | $3,433 | $14,344-76.1% | $13,129-73.9% | $12,270-72.0% |