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 | $770,722 | $101,618+658.4% | $93,063+728.2% | $137,256+461.5% |
| Participation rate | 91.7% | 74.9%+16.7pp | 72.1%+19.6pp | 80.0%+11.7pp |
| Annual return | 12.47% | 223.95%-211.5pp | 34.15%-21.7pp | 220.34%-207.9pp |
| Employer contribution / active EE | $10,168 | $2,707+275.6% | $2,476+310.6% | $4,156+144.6% |
| Participant deferral / active EE | $5,614 | $4,279+31.2% | $3,958+41.8% | $6,407-12.4% |
| Admin fee / account holder | $57,775 | $6,198+832.1% | $6,033+857.6% | $12,270+370.9% |