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 | $566,331 | $155,555+264.1% | $146,866+285.6% | $155,188+264.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.5%-9.8pp | 80.8%-8.1pp |
| Annual return | 12.89% | 115.41%-102.5pp | 102.85%-90.0pp | 148.84%-135.9pp |
| Employer contribution / active EE | $10,694 | $4,647+130.1% | $4,425+141.7% | $4,248+151.8% |
| Participant deferral / active EE | $7,540 | $8,044-6.3% | $7,759-2.8% | $6,531+15.5% |
| Admin fee / account holder | $2,091 | $14,755-85.8% | $13,620-84.6% | $14,480-85.6% |