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 | $621,903 | $183,592+238.7% | $155,574+299.7% | $145,877+326.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.11% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $10,552 | $5,317+98.5% | $4,676+125.7% | $4,663+126.3% |
| Participant deferral / active EE | $10,868 | $6,466+68.1% | $5,629+93.1% | $6,691+62.4% |
| Admin fee / account holder | $2,740 | $19,316-85.8% | $15,914-82.8% | $13,402-79.6% |