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 | $551,304 | $180,749+205.0% | $160,784+242.9% | $137,256+301.7% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 15.79% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,007 | $4,155+20.5% | $3,733+34.1% | $4,156+20.5% |
| Participant deferral / active EE | $13,069 | $6,844+90.9% | $6,293+107.7% | $6,407+104.0% |
| Admin fee / account holder | $3,467 | $10,397-66.7% | $9,717-64.3% | $12,270-71.7% |