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 | $272,652 | $88,707+207.4% | $74,184+267.5% | $273,972-0.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.91% | 11.94%-3.0pp | 17.74%-8.8pp | 41.46%-32.5pp |
| Employer contribution / active EE | $13,183 | $3,159+317.3% | $2,370+456.2% | $4,869+170.8% |
| Participant deferral / active EE | $9,039 | $4,212+114.6% | $3,550+154.7% | $5,287+71.0% |
| Admin fee / account holder | $28,386 | $8,717+225.7% | $5,586+408.2% | $10,133+180.1% |