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 | $758,312 | $139,948+441.9% | $121,663+523.3% | $154,746+390.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.11% | 230.52%-214.4pp | 147.54%-131.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,102 | $3,521-40.3% | $3,020-30.4% | $4,379-52.0% |
| Participant deferral / active EE | $15,840 | $5,629+181.4% | $4,887+224.1% | $6,730+135.4% |
| Admin fee / account holder | $48,876 | $17,321+182.2% | $14,289+242.0% | $14,365+240.2% |