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 | $746,987 | $172,111+334.0% | $150,298+397.0% | $137,256+444.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.66% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,223 | $4,636+12.6% | $4,154+25.7% | $4,156+25.7% |
| Participant deferral / active EE | $2,500 | $6,166-59.5% | $5,453-54.2% | $6,407-61.0% |
| Admin fee / account holder | $5,571 | $16,471-66.2% | $14,116-60.5% | $12,270-54.6% |