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 | $609,379 | $197,603+208.4% | $177,827+242.7% | $158,950+283.4% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 30.09% | 58.76%-28.7pp | 48.32%-18.2pp | 302.91%-272.8pp |
| Employer contribution / active EE | $12,045 | $6,698+79.8% | $5,918+103.5% | $4,762+152.9% |
| Participant deferral / active EE | $10,864 | $8,404+29.3% | $7,713+40.8% | $5,983+81.6% |
| Admin fee / account holder | $16,017 | $15,402+4.0% | $12,429+28.9% | $11,248+42.4% |