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 | $534,604 | $165,361+223.3% | $149,715+257.1% | $158,950+236.3% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.10% | 348.24%-328.1pp | 276.66%-256.6pp | 302.91%-282.8pp |
| Employer contribution / active EE | $2,550 | $5,103-50.0% | $4,645-45.1% | $4,762-46.5% |
| Participant deferral / active EE | $10,378 | $7,182+44.5% | $6,842+51.7% | $5,983+73.5% |
| Admin fee / account holder | $1,118 | $10,808-89.7% | $9,310-88.0% | $11,248-90.1% |