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 | $933,415 | $176,794+428.0% | $146,647+536.5% | $167,553+457.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.22% | 24.04%-10.8pp | 22.75%-9.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $13,289 | $5,161+157.5% | $4,137+221.2% | $4,840+174.6% |
| Participant deferral / active EE | $12,283 | $6,440+90.7% | $5,506+123.1% | $6,343+93.7% |
| Admin fee / account holder | $4,259 | $13,262-67.9% | $10,281-58.6% | $12,316-65.4% |