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 | $903,351 | $176,794+411.0% | $146,647+516.0% | $167,553+439.1% |
| Participation rate | 93.3% | 83.6%+9.7pp | 80.1%+13.3pp | 82.1%+11.2pp |
| Annual return | 26.36% | 24.04%+2.3pp | 22.75%+3.6pp | 478.89%-452.5pp |
| Employer contribution / active EE | $7,158 | $5,161+38.7% | $4,137+73.0% | $4,840+47.9% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $14,245 | $13,262+7.4% | $10,281+38.6% | $12,316+15.7% |