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 | $775,089 | $161,352+380.4% | $134,172+477.7% | $137,256+464.7% |
| Participation rate | 80.0% | 78.3%+1.7pp | 72.5%+7.5pp | 80.0%0pp |
| Annual return | 10.53% | 28.72%-18.2pp | 25.30%-14.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,238 | $4,099-45.4% | $3,420-34.6% | $4,156-46.1% |
| Participant deferral / active EE | $7,650 | $5,552+37.8% | $4,690+63.1% | $6,407+19.4% |
| Admin fee / account holder | $21,668 | $15,028+44.2% | $12,016+80.3% | $12,270+76.6% |