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 | $437,048 | $157,304+177.8% | $141,197+209.5% | $152,909+185.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 22.63% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,557 | $5,263-70.4% | $4,736-67.1% | $4,764-67.3% |
| Participant deferral / active EE | $8,605 | $7,111+21.0% | $6,710+28.2% | $5,851+47.1% |
| Admin fee / account holder | $982 | $12,126-91.9% | $10,265-90.4% | $11,601-91.5% |