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 | $473,990 | $172,111+175.4% | $150,298+215.4% | $137,256+245.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $11,667 | $4,636+151.6% | $4,154+180.8% | $4,156+180.7% |
| Participant deferral / active EE | $18,460 | $6,166+199.4% | $5,453+238.6% | $6,407+188.1% |
| Admin fee / account holder | $110,061 | $16,471+568.2% | $14,116+679.7% | $12,270+797.0% |