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 | $768,803 | $127,387+503.5% | $115,038+568.3% | $125,389+513.1% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.23% | 31.28%-32.5pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,197 | $5,166-57.5% | $4,608-52.3% | $4,866-54.9% |
| Participant deferral / active EE | $9,217 | $6,423+43.5% | $6,026+52.9% | $5,352+72.2% |
| Admin fee / account holder | $72,891 | $9,516+666.0% | $8,175+791.6% | $9,541+664.0% |