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 | $566,605 | $148,629+281.2% | $135,982+316.7% | $139,487+306.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 34.61% | 79.33%-44.7pp | 68.32%-33.7pp | 373.84%-339.2pp |
| Employer contribution / active EE | $9,941 | $5,247+89.5% | $4,859+104.6% | $4,755+109.1% |
| Participant deferral / active EE | $2,918 | $8,102-64.0% | $7,760-62.4% | $6,713-56.5% |
| Admin fee / account holder | $16,313 | $12,406+31.5% | $10,767+51.5% | $11,407+43.0% |