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 | $636,171 | $157,276+304.5% | $141,177+350.6% | $152,885+316.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 26.31% | 64.33%-38.0pp | 71.40%-45.1pp | 345.39%-319.1pp |
| Employer contribution / active EE | $9,285 | $5,262+76.5% | $4,736+96.1% | $4,763+94.9% |
| Participant deferral / active EE | $14,202 | $7,110+99.7% | $6,710+111.7% | $5,851+142.7% |
| Admin fee / account holder | $55,347 | $12,123+356.6% | $10,263+439.3% | $11,598+377.2% |