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 | $658,535 | $217,432+202.9% | $185,849+254.3% | $167,536+293.1% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 9.20% | 148.42%-139.2pp | 122.10%-112.9pp | 478.82%-469.6pp |
| Employer contribution / active EE | $7,793 | $5,875+32.6% | $5,169+50.8% | $4,839+61.0% |
| Participant deferral / active EE | $6,665 | $6,357+4.8% | $5,569+19.7% | $6,342+5.1% |
| Admin fee / account holder | $5,575 | $19,818-71.9% | $16,244-65.7% | $12,315-54.7% |