Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $415,577 | $165,399+151.3% | $149,745+177.5% | $158,982+161.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 10.85% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,806 | $5,105-64.6% | $4,646-61.1% | $4,763-62.1% |
| Participant deferral / active EE | $7,949 | $7,183+10.7% | $6,843+16.2% | $5,983+32.8% |
| Admin fee / account holder | $3,055 | $10,811-71.7% | $9,312-67.2% | $11,252-72.9% |