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 | $791,727 | $217,432+264.1% | $185,849+326.0% | $167,536+372.6% |
| Participation rate | 77.8% | 86.1%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 10.08% | 148.42%-138.3pp | 122.10%-112.0pp | 478.82%-468.7pp |
| Employer contribution / active EE | $2,502 | $5,875-57.4% | $5,169-51.6% | $4,839-48.3% |
| Participant deferral / active EE | $2,675 | $6,357-57.9% | $5,569-52.0% | $6,342-57.8% |
| Admin fee / account holder | $70,716 | $19,818+256.8% | $16,244+335.3% | $12,315+474.3% |