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 | $695,061 | $172,111+303.8% | $150,298+362.5% | $137,256+406.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.80% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,683 | $4,636-20.6% | $4,154-11.4% | $4,156-11.4% |
| Participant deferral / active EE | $13,463 | $6,166+118.3% | $5,453+146.9% | $6,407+110.1% |
| Admin fee / account holder | $8,295 | $16,471-49.6% | $14,116-41.2% | $12,270-32.4% |