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 | $394,953 | $90,489+336.5% | $76,051+419.3% | $145,978+170.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.07% | 622.78%-608.7pp | 360.42%-346.3pp | 550.52%-536.4pp |
| Employer contribution / active EE | $1,850 | $3,319-44.3% | $2,690-31.2% | $4,662-60.3% |
| Participant deferral / active EE | $5,605 | $5,164+8.5% | $4,257+31.7% | $6,690-16.2% |
| Admin fee / account holder | $2,383 | $8,374-71.5% | $6,416-62.9% | $13,400-82.2% |