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 | $831,548 | $156,398+431.7% | $147,318+464.5% | $138,895+498.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.69% | 78.75%-59.1pp | 70.43%-50.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $2,862 | $4,853-41.0% | $4,593-37.7% | $4,194-31.8% |
| Participant deferral / active EE | $15,780 | $8,237+91.6% | $7,906+99.6% | $6,396+146.7% |
| Admin fee / account holder | $14,230 | $14,976-5.0% | $13,708+3.8% | $12,562+13.3% |