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 | $414,572 | $202,440+104.8% | $169,390+144.7% | $139,466+197.3% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 19.84% | 532.36%-512.5pp | 406.07%-386.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $4,630 | $4,693-1.3% | $4,013+15.4% | $4,754-2.6% |
| Participant deferral / active EE | $15,074 | $6,940+117.2% | $6,222+142.2% | $6,712+124.6% |
| Admin fee / account holder | $4,689 | $10,722-56.3% | $9,015-48.0% | $11,409-58.9% |