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 | $591,718 | $155,555+280.4% | $146,866+302.9% | $155,188+281.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 19.93% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,116 | $4,647-32.9% | $4,425-29.6% | $4,248-26.6% |
| Participant deferral / active EE | $25,263 | $8,044+214.1% | $7,759+225.6% | $6,531+286.8% |
| Admin fee / account holder | $126,604 | $14,755+758.0% | $13,620+829.5% | $14,480+774.4% |