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 | $682,751 | $156,398+336.5% | $147,318+363.5% | $138,895+391.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.97% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $24,129 | $4,853+397.2% | $4,593+425.4% | $4,194+475.3% |
| Participant deferral / active EE | $19,300 | $8,237+134.3% | $7,906+144.1% | $6,396+201.7% |
| Admin fee / account holder | $1,420 | $14,976-90.5% | $13,708-89.6% | $12,562-88.7% |