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 | $964,523 | $196,972+389.7% | $182,262+429.2% | $198,609+385.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.89% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $4,945 | $5,364-7.8% | $5,046-2.0% | $5,055-2.2% |
| Participant deferral / active EE | $21,274 | $8,643+146.2% | $8,276+157.0% | $6,977+204.9% |
| Admin fee / account holder | $15,639 | $18,429-15.1% | $16,712-6.4% | $19,030-17.8% |