Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $594,322 | $141,001+321.5% | $112,228+429.6% | $139,487+326.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 20.69% | 32.75%-12.1pp | 30.23%-9.5pp | 373.84%-353.2pp |
| Employer contribution / active EE | $27,328 | $4,285+537.8% | $3,432+696.4% | $4,755+474.8% |
| Participant deferral / active EE | $13,488 | $5,877+129.5% | $4,800+181.0% | $6,713+100.9% |
| Admin fee / account holder | $1,501 | $9,959-84.9% | $7,752-80.6% | $11,407-86.8% |