Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $562,668 | $157,829+256.5% | $136,867+311.1% | $198,609+183.3% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 17.21% | 51.25%-34.0pp | 42.97%-25.8pp | 202.70%-185.5pp |
| Employer contribution / active EE | $8,983 | $3,923+129.0% | $3,547+153.3% | $5,055+77.7% |
| Participant deferral / active EE | $8,985 | $5,463+64.5% | $4,924+82.5% | $6,977+28.8% |
| Admin fee / account holder | $2,349 | $11,107-78.9% | $10,340-77.3% | $19,030-87.7% |