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 | $538,943 | $124,980+331.2% | $108,359+397.4% | $154,746+248.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 11.17% | 45.00%-33.8pp | 36.89%-25.7pp | 172.34%-161.2pp |
| Employer contribution / active EE | $3,016 | $2,851+5.8% | $2,399+25.7% | $4,379-31.1% |
| Participant deferral / active EE | $18,303 | $4,743+285.9% | $4,137+342.4% | $6,730+172.0% |
| Admin fee / account holder | $4,587 | $11,502-60.1% | $9,741-52.9% | $14,365-68.1% |