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 | $483,164 | $211,224+128.7% | $178,505+170.7% | $145,897+231.2% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 22.47% | 30.28%-7.8pp | 27.16%-4.7pp | 552.29%-529.8pp |
| Employer contribution / active EE | $0 | $4,577-100.0% | $3,955-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,740 | $6,966+39.8% | $6,280+55.1% | $6,689+45.6% |
| Admin fee / account holder | $8,106 | $12,109-33.1% | $10,428-22.3% | $13,390-39.5% |