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 | $845,756 | $162,136+421.6% | $152,301+455.3% | $154,746+446.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 101.13% | 91.02%+10.1pp | 80.50%+20.6pp | 172.34%-71.2pp |
| Employer contribution / active EE | $3,709 | $4,890-24.1% | $4,624-19.8% | $4,379-15.3% |
| Participant deferral / active EE | $10,447 | $8,341+25.2% | $8,004+30.5% | $6,730+55.2% |
| Admin fee / account holder | $5,698 | $15,759-63.8% | $14,398-60.4% | $14,365-60.3% |