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 | $748,558 | $88,754+743.4% | $81,820+814.9% | $145,877+413.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.36% | 1031.77%-1016.4pp | 777.93%-762.6pp | 551.28%-535.9pp |
| Employer contribution / active EE | $969 | $3,085-68.6% | $2,915-66.8% | $4,663-79.2% |
| Participant deferral / active EE | $7,371 | $4,648+58.6% | $4,323+70.5% | $6,691+10.2% |
| Admin fee / account holder | $2,754 | $8,424-67.3% | $7,391-62.7% | $13,402-79.4% |