Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $446,829 | $212,386+110.4% | $199,883+123.5% | $138,895+221.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 16.31% | 47.75%-31.4pp | 43.81%-27.5pp | 145.39%-129.1pp |
| Employer contribution / active EE | $8,528 | $6,625+28.7% | $6,261+36.2% | $4,194+103.3% |
| Participant deferral / active EE | $8,528 | $9,617-11.3% | $9,138-6.7% | $6,396+33.3% |
| Admin fee / account holder | $3,119 | $18,233-82.9% | $17,268-81.9% | $12,562-75.2% |