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 | $612,275 | $162,136+277.6% | $152,301+302.0% | $154,746+295.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 16.37% | 91.02%-74.7pp | 80.50%-64.1pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,730 | $4,890-3.3% | $4,624+2.3% | $4,379+8.0% |
| Participant deferral / active EE | $10,520 | $8,341+26.1% | $8,004+31.4% | $6,730+56.3% |
| Admin fee / account holder | $3,323 | $15,759-78.9% | $14,398-76.9% | $14,365-76.9% |