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 | $786,451 | $201,259+290.8% | $184,200+327.0% | $145,959+438.8% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 51.88% | 28.98%+22.9pp | 28.80%+23.1pp | 561.95%-510.1pp |
| Employer contribution / active EE | $22,882 | $7,018+226.1% | $6,424+256.2% | $4,661+391.0% |
| Participant deferral / active EE | $19,175 | $9,806+95.5% | $9,132+110.0% | $6,689+186.7% |
| Admin fee / account holder | $1,746 | $16,372-89.3% | $13,907-87.4% | $13,398-87.0% |