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 | $620,977 | $154,228+302.6% | $145,433+327.0% | $137,256+352.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 13.06% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,676 | $4,804-23.5% | $4,554-19.3% | $4,156-11.6% |
| Participant deferral / active EE | $10,361 | $8,216+26.1% | $7,897+31.2% | $6,407+61.7% |
| Admin fee / account holder | $15,864 | $14,344+10.6% | $13,129+20.8% | $12,270+29.3% |