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 | $584,127 | $209,336+179.0% | $197,124+196.3% | $137,256+325.6% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 24.36% | 48.09%-23.7pp | 44.34%-20.0pp | 220.34%-196.0pp |
| Employer contribution / active EE | $11,370 | $6,591+72.5% | $6,227+82.6% | $4,156+173.6% |
| Participant deferral / active EE | $13,553 | $9,614+41.0% | $9,135+48.4% | $6,407+111.5% |
| Admin fee / account holder | $1,552 | $17,308-91.0% | $16,298-90.5% | $12,270-87.4% |