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 | $743,767 | $139,948+431.5% | $121,663+511.3% | $154,746+380.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.5%+8.8pp | 80.7%+2.6pp |
| Annual return | 12.95% | 230.52%-217.6pp | 147.54%-134.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $30,226 | $3,521+758.5% | $3,020+900.9% | $4,379+590.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $52,804 | $17,321+204.9% | $14,289+269.5% | $14,365+267.6% |