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 | $154,228+283.7% | $145,433+306.9% | $137,256+331.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.93% | 74.59%-54.7pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,116 | $4,804-35.1% | $4,554-31.6% | $4,156-25.0% |
| Participant deferral / active EE | $25,263 | $8,216+207.5% | $7,897+219.9% | $6,407+294.3% |
| Admin fee / account holder | $126,604 | $14,344+782.7% | $13,129+864.3% | $12,270+931.8% |