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 | $707,574 | $275,752+156.6% | $256,809+175.5% | $198,609+256.3% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.86% | 34.81%-19.9pp | 32.73%-17.9pp | 202.70%-187.8pp |
| Employer contribution / active EE | $11,394 | $7,721+47.6% | $7,263+56.9% | $5,055+125.4% |
| Participant deferral / active EE | $12,711 | $10,037+26.6% | $9,520+33.5% | $6,977+82.2% |
| Admin fee / account holder | $3,155 | $25,716-87.7% | $25,146-87.5% | $19,030-83.4% |