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 | $664,638 | $154,228+330.9% | $145,433+357.0% | $137,256+384.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.52% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,783 | $4,804-0.4% | $4,554+5.0% | $4,156+15.1% |
| Participant deferral / active EE | $10,795 | $8,216+31.4% | $7,897+36.7% | $6,407+68.5% |
| Admin fee / account holder | $4,739 | $14,344-67.0% | $13,129-63.9% | $12,270-61.4% |