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 | $427,685 | $157,304+171.9% | $141,197+202.9% | $152,909+179.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.53% | 64.34%-36.8pp | 71.41%-43.9pp | 345.46%-317.9pp |
| Employer contribution / active EE | $10,000 | $5,263+90.0% | $4,736+111.1% | $4,764+109.9% |
| Participant deferral / active EE | $5,916 | $7,111-16.8% | $6,710-11.8% | $5,851+1.1% |
| Admin fee / account holder | $14,438 | $12,126+19.1% | $10,265+40.7% | $11,601+24.5% |