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 | $461,456 | $201,370+129.2% | $184,256+150.4% | $145,897+216.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 23.76% | 29.05%-5.3pp | 28.85%-5.1pp | 552.29%-528.5pp |
| Employer contribution / active EE | $8,138 | $7,024+15.9% | $6,427+26.6% | $4,663+74.5% |
| Participant deferral / active EE | $9,242 | $9,808-5.8% | $9,133+1.2% | $6,689+38.2% |
| Admin fee / account holder | $10,899 | $16,364-33.4% | $13,899-21.6% | $13,390-18.6% |