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 | $932,830 | $156,398+496.4% | $147,318+533.2% | $138,895+571.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.16% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,107 | $4,853-36.0% | $4,593-32.4% | $4,194-25.9% |
| Participant deferral / active EE | $35,925 | $8,237+336.1% | $7,906+354.4% | $6,396+461.7% |
| Admin fee / account holder | $7,322 | $14,976-51.1% | $13,708-46.6% | $12,562-41.7% |