Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $525,620 | $102,938+410.6% | $94,105+458.5% | $138,895+278.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 16.05% | 250.28%-234.2pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $6,557 | $2,732+140.0% | $2,504+161.8% | $4,194+56.3% |
| Participant deferral / active EE | $14,297 | $4,196+240.7% | $3,881+268.4% | $6,396+123.5% |
| Admin fee / account holder | $4,081 | $6,600-38.2% | $6,199-34.2% | $12,562-67.5% |