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 | $755,598 | $114,119+562.1% | $107,187+604.9% | $138,895+444.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 15.47% | 273.21%-257.7pp | 204.55%-189.1pp | 145.39%-129.9pp |
| Employer contribution / active EE | $15,867 | $4,059+290.9% | $3,782+319.5% | $4,194+278.3% |
| Participant deferral / active EE | $21,796 | $5,538+293.6% | $5,096+327.7% | $6,396+240.8% |
| Admin fee / account holder | $14,185 | $10,024+41.5% | $9,162+54.8% | $12,562+12.9% |