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 | $652,611 | $148,623+339.1% | $135,974+380.0% | $139,466+367.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 79.49% | 79.30%+0.2pp | 68.30%+11.2pp | 373.66%-294.2pp |
| Employer contribution / active EE | $20,354 | $5,246+288.0% | $4,859+318.9% | $4,754+328.1% |
| Participant deferral / active EE | $16,118 | $8,103+98.9% | $7,760+107.7% | $6,712+140.1% |
| Admin fee / account holder | $3,208 | $12,406-74.1% | $10,767-70.2% | $11,409-71.9% |