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 | $646,086 | $196,972+228.0% | $182,262+254.5% | $198,609+225.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.18% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $7,564 | $5,364+41.0% | $5,046+49.9% | $5,055+49.6% |
| Participant deferral / active EE | $11,965 | $8,643+38.4% | $8,276+44.6% | $6,977+71.5% |
| Admin fee / account holder | $3,433 | $18,429-81.4% | $16,712-79.5% | $19,030-82.0% |