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 | $488,291 | $157,304+210.4% | $141,197+245.8% | $152,909+219.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.74% | 64.34%-40.6pp | 71.41%-47.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $2,259 | $5,263-57.1% | $4,736-52.3% | $4,764-52.6% |
| Participant deferral / active EE | $6,040 | $7,111-15.1% | $6,710-10.0% | $5,851+3.2% |
| Admin fee / account holder | $6,206 | $12,126-48.8% | $10,265-39.5% | $11,601-46.5% |