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 | $489,649 | $124,980+291.8% | $108,359+351.9% | $154,746+216.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.41% | 45.00%-29.6pp | 36.89%-21.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,173 | $2,851-23.8% | $2,399-9.4% | $4,379-50.4% |
| Participant deferral / active EE | $7,856 | $4,743+65.6% | $4,137+89.9% | $6,730+16.7% |
| Admin fee / account holder | $12,230 | $11,502+6.3% | $9,741+25.6% | $14,365-14.9% |