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 | $559,785 | $107,666+419.9% | $102,184+447.8% | $154,746+261.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 17.44% | 29.33%-11.9pp | 31.58%-14.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,670 | $3,846+21.4% | $3,594+30.0% | $4,379+6.6% |
| Participant deferral / active EE | $21,530 | $8,719+146.9% | $8,309+159.1% | $6,730+219.9% |
| Admin fee / account holder | $10,876 | $12,943-16.0% | $11,609-6.3% | $14,365-24.3% |