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 | $291,851 | $113,338+157.5% | $94,993+207.2% | $147,586+97.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 19.29% | 20.80%-1.5pp | 27.14%-7.9pp | 578.59%-559.3pp |
| Employer contribution / active EE | $10,733 | $3,160+239.6% | $2,603+312.2% | $4,876+120.1% |
| Participant deferral / active EE | $8,476 | $3,777+124.4% | $3,317+155.5% | $5,439+55.9% |
| Admin fee / account holder | $6,143 | $6,063+1.3% | $4,960+23.8% | $10,886-43.6% |