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 | $753,622 | $111,878+573.6% | $93,727+704.1% | $145,897+416.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.58% | 204.28%-194.7pp | 133.83%-124.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $17,265 | $3,092+458.3% | $2,421+613.0% | $4,663+270.3% |
| Participant deferral / active EE | $24,485 | $4,920+397.6% | $4,417+454.3% | $6,689+266.0% |
| Admin fee / account holder | $395 | $10,256-96.1% | $8,292-95.2% | $13,390-97.1% |