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 | $700,751 | $217,427+222.3% | $185,837+277.1% | $167,518+318.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.09% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $30,618 | $5,874+421.2% | $5,168+492.4% | $4,838+532.8% |
| Participant deferral / active EE | $23,800 | $6,357+274.4% | $5,568+327.4% | $6,342+275.3% |
| Admin fee / account holder | $50,269 | $19,816+153.7% | $16,241+209.5% | $12,312+308.3% |