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 | $541,566 | $183,539+195.1% | $155,556+248.1% | $145,897+271.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.05% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $15,579 | $5,315+193.1% | $4,675+233.2% | $4,663+234.1% |
| Participant deferral / active EE | $10,201 | $6,467+57.7% | $5,631+81.2% | $6,689+52.5% |
| Admin fee / account holder | $10,117 | $19,275-47.5% | $15,885-36.3% | $13,390-24.4% |