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 | $475,727 | $115,225+312.9% | $100,712+372.4% | $138,895+242.5% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 17.89% | 40.35%-22.5pp | 33.27%-15.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $9,297 | $2,771+235.5% | $2,313+302.0% | $4,194+121.7% |
| Participant deferral / active EE | $9,247 | $4,699+96.8% | $4,085+126.3% | $6,396+44.6% |
| Admin fee / account holder | $13,244 | $10,844+22.1% | $9,256+43.1% | $12,562+5.4% |