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 | $525,525 | $156,398+236.0% | $147,318+256.7% | $138,895+278.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.19% | 78.75%-60.6pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,857 | $4,853-61.7% | $4,593-59.6% | $4,194-55.7% |
| Participant deferral / active EE | $17,995 | $8,237+118.5% | $7,906+127.6% | $6,396+181.3% |
| Admin fee / account holder | $1,148 | $14,976-92.3% | $13,708-91.6% | $12,562-90.9% |