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 | $552,582 | $212,386+160.2% | $199,883+176.5% | $138,895+297.8% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 18.81% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $6,158 | $6,625-7.0% | $6,261-1.6% | $4,194+46.8% |
| Participant deferral / active EE | $11,562 | $9,617+20.2% | $9,138+26.5% | $6,396+80.8% |
| Admin fee / account holder | $28,522 | $18,233+56.4% | $17,268+65.2% | $12,562+127.1% |