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 | $386,018 | $124,425+210.2% | $112,040+244.5% | $137,256+181.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 18.81% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $8,309 | $3,411+143.6% | $2,954+181.3% | $4,156+99.9% |
| Participant deferral / active EE | $5,695 | $5,718-0.4% | $5,098+11.7% | $6,407-11.1% |
| Admin fee / account holder | $3,426 | $15,207-77.5% | $12,098-71.7% | $12,270-72.1% |