Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $610,130 | $201,264+203.1% | $184,185+231.3% | $145,978+318.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.88% | 29.00%-9.1pp | 28.81%-8.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $17,947 | $7,021+155.6% | $6,426+179.3% | $4,662+285.0% |
| Participant deferral / active EE | $12,848 | $9,806+31.0% | $9,132+40.7% | $6,690+92.1% |
| Admin fee / account holder | $30,404 | $16,376+85.7% | $13,909+118.6% | $13,400+126.9% |