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 | $591,708 | $72,071+721.0% | $68,368+765.5% | $137,256+331.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.70% | 353.14%-334.4pp | 292.57%-273.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $11,771 | $2,788+322.2% | $2,649+344.4% | $4,156+183.2% |
| Participant deferral / active EE | $8,100 | $4,410+83.7% | $4,123+96.5% | $6,407+26.4% |
| Admin fee / account holder | $11,092 | $5,336+107.9% | $5,150+115.4% | $12,270-9.6% |