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 | $643,890 | $148,629+333.2% | $135,982+373.5% | $139,487+361.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.58% | 79.33%-58.8pp | 68.32%-47.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $7,174 | $5,247+36.7% | $4,859+47.6% | $4,755+50.9% |
| Participant deferral / active EE | $10,034 | $8,102+23.8% | $7,760+29.3% | $6,713+49.5% |
| Admin fee / account holder | $15,757 | $12,406+27.0% | $10,767+46.3% | $11,407+38.1% |