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 | $516,440 | $196,972+162.2% | $182,262+183.4% | $198,609+160.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.93% | 158.27%-143.3pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $2,068 | $5,364-61.4% | $5,046-59.0% | $5,055-59.1% |
| Participant deferral / active EE | $30,762 | $8,643+255.9% | $8,276+271.7% | $6,977+340.9% |
| Admin fee / account holder | $15,943 | $18,429-13.5% | $16,712-4.6% | $19,030-16.2% |