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 | $576,518 | $185,312+211.1% | $161,489+257.0% | $154,746+272.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.59% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $1,433 | $4,769-70.0% | $4,268-66.4% | $4,379-67.3% |
| Participant deferral / active EE | $5,630 | $6,350-11.3% | $5,6300% | $6,730-16.3% |
| Admin fee / account holder | $19,923 | $18,654+6.8% | $16,006+24.5% | $14,365+38.7% |