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 | $635,722 | $181,062+251.1% | $158,223+301.8% | $155,188+309.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 17.50% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $16,021 | $4,565+251.0% | $4,109+289.9% | $4,248+277.2% |
| Participant deferral / active EE | $9,445 | $6,134+54.0% | $5,467+72.8% | $6,531+44.6% |
| Admin fee / account holder | $31,289 | $18,825+66.2% | $16,047+95.0% | $14,480+116.1% |