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 | $569,688 | $154,228+269.4% | $145,433+291.7% | $137,256+315.1% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 22.68% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $9,802 | $4,804+104.0% | $4,554+115.2% | $4,156+135.9% |
| Participant deferral / active EE | $13,217 | $8,216+60.9% | $7,897+67.4% | $6,407+106.3% |
| Admin fee / account holder | $121,418 | $14,344+746.5% | $13,129+824.8% | $12,270+889.5% |