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 | $562,311 | $156,398+259.5% | $147,318+281.7% | $138,895+304.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 13.59% | 78.75%-65.2pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $10,238 | $4,853+111.0% | $4,593+122.9% | $4,194+144.1% |
| Participant deferral / active EE | $13,236 | $8,237+60.7% | $7,906+67.4% | $6,396+106.9% |
| Admin fee / account holder | $244,412 | $14,976+1532.1% | $13,708+1683.0% | $12,562+1845.6% |