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 | $999,726 | $174,379+473.3% | $152,093+557.3% | $138,895+619.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.23% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,033 | $4,652-56.3% | $4,175-51.3% | $4,194-51.5% |
| Participant deferral / active EE | $9,533 | $6,159+54.8% | $5,451+74.9% | $6,396+49.0% |
| Admin fee / account holder | $18,192 | $16,880+7.8% | $14,497+25.5% | $12,562+44.8% |