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 | $593,852 | $211,239+181.1% | $178,528+232.6% | $145,877+307.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.96% | 30.22%-22.3pp | 27.11%-19.2pp | 551.28%-543.3pp |
| Employer contribution / active EE | $27,946 | $4,570+511.5% | $3,950+607.4% | $4,663+499.3% |
| Participant deferral / active EE | $12,779 | $6,963+83.5% | $6,278+103.5% | $6,691+91.0% |
| Admin fee / account holder | $4,127 | $12,095-65.9% | $10,419-60.4% | $13,402-69.2% |