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 | $454,982 | $196,972+131.0% | $182,262+149.6% | $198,609+129.1% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 10.80% | 158.27%-147.5pp | 140.60%-129.8pp | 202.70%-191.9pp |
| Employer contribution / active EE | $6,500 | $5,364+21.2% | $5,046+28.8% | $5,055+28.6% |
| Participant deferral / active EE | $8,817 | $8,643+2.0% | $8,276+6.5% | $6,977+26.4% |
| Admin fee / account holder | $17,046 | $18,429-7.5% | $16,712+2.0% | $19,030-10.4% |