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 | $600,680 | $117,895+409.5% | $102,460+486.3% | $145,897+311.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.22% | 31.92%-8.7pp | 29.47%-6.3pp | 552.29%-529.1pp |
| Employer contribution / active EE | $29,709 | $3,619+720.9% | $3,025+882.1% | $4,663+537.2% |
| Participant deferral / active EE | $14,248 | $5,736+148.4% | $5,056+181.8% | $6,689+113.0% |
| Admin fee / account holder | $17,975 | $13,353+34.6% | $9,460+90.0% | $13,390+34.2% |