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 | $673,467 | $185,883+262.3% | $170,043+296.1% | $139,466+382.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.07% | 60.54%-21.5pp | 53.40%-14.3pp | 373.66%-334.6pp |
| Employer contribution / active EE | $5,181 | $7,596-31.8% | $6,790-23.7% | $4,754+9.0% |
| Participant deferral / active EE | $19,129 | $11,626+64.5% | $10,410+83.8% | $6,712+185.0% |
| Admin fee / account holder | $256,208 | $15,393+1564.4% | $12,824+1897.8% | $11,409+2145.7% |