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 | $402,877 | $106,280+279.1% | $96,538+317.3% | $139,487+188.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.79% | 38.48%-19.7pp | 35.74%-17.0pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,410 | $4,107-41.3% | $3,740-35.6% | $4,755-49.3% |
| Participant deferral / active EE | $18,990 | $5,457+248.0% | $4,880+289.1% | $6,713+182.9% |
| Admin fee / account holder | $4,177 | $7,888-47.1% | $6,737-38.0% | $11,407-63.4% |