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 | $936,627 | $156,398+498.9% | $147,318+535.8% | $138,895+574.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.73% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,136 | $4,853-35.4% | $4,593-31.7% | $4,194-25.2% |
| Participant deferral / active EE | $16,086 | $8,237+95.3% | $7,906+103.5% | $6,396+151.5% |
| Admin fee / account holder | $38,923 | $14,976+159.9% | $13,708+184.0% | $12,562+209.8% |