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 | $738,585 | $154,228+378.9% | $145,433+407.9% | $137,256+438.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $17,766 | $4,804+269.8% | $4,554+290.1% | $4,156+327.5% |
| Participant deferral / active EE | $10,167 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $5,952 | $14,344-58.5% | $13,129-54.7% | $12,270-51.5% |