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 | $470,460 | $172,111+173.3% | $150,298+213.0% | $137,256+242.8% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 15.83% | 69.37%-53.5pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,465 | $4,636-46.8% | $4,154-40.7% | $4,156-40.7% |
| Participant deferral / active EE | $7,196 | $6,166+16.7% | $5,453+32.0% | $6,407+12.3% |
| Admin fee / account holder | $3,495 | $16,471-78.8% | $14,116-75.2% | $12,270-71.5% |