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 | $672,248 | $185,883+261.7% | $170,043+295.3% | $139,466+382.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 27.81% | 60.54%-32.7pp | 53.40%-25.6pp | 373.66%-345.8pp |
| Employer contribution / active EE | $6,335 | $7,596-16.6% | $6,790-6.7% | $4,754+33.2% |
| Participant deferral / active EE | $21,108 | $11,626+81.6% | $10,410+102.8% | $6,712+214.5% |
| Admin fee / account holder | $10,805 | $15,393-29.8% | $12,824-15.7% | $11,409-5.3% |