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 | $431,243 | $154,228+179.6% | $145,433+196.5% | $137,256+214.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.71% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $19,300 | $4,804+301.7% | $4,554+323.8% | $4,156+364.4% |
| Participant deferral / active EE | $15,265 | $8,216+85.8% | $7,897+93.3% | $6,407+138.3% |
| Admin fee / account holder | $100,217 | $14,344+598.7% | $13,129+663.3% | $12,270+716.8% |