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 | $801,376 | $154,228+419.6% | $145,433+451.0% | $137,256+483.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.75% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $32,353 | $4,804+573.5% | $4,554+610.4% | $4,156+678.5% |
| Participant deferral / active EE | $17,248 | $8,216+109.9% | $7,897+118.4% | $6,407+169.2% |
| Admin fee / account holder | $5,321 | $14,344-62.9% | $13,129-59.5% | $12,270-56.6% |