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 | $488,114 | $223,823+118.1% | $211,142+131.2% | $154,746+215.4% |
| Participation rate | 80.0% | 87.9%-7.9pp | 87.3%-7.3pp | 80.7%-0.7pp |
| Annual return | 13.20% | 50.39%-37.2pp | 46.84%-33.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $3,991 | $6,787-41.2% | $6,442-38.0% | $4,379-8.9% |
| Participant deferral / active EE | $9,514 | $9,750-2.4% | $9,284+2.5% | $6,730+41.4% |
| Admin fee / account holder | $460 | $19,707-97.7% | $19,076-97.6% | $14,365-96.8% |