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 | $251,107 | $99,053+153.5% | $88,179+184.8% | $138,895+80.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 10.98% | 78.17%-67.2pp | 64.97%-54.0pp | 145.39%-134.4pp |
| Employer contribution / active EE | $3,884 | $2,882+34.8% | $2,549+52.4% | $4,194-7.4% |
| Participant deferral / active EE | $12,559 | $5,225+140.3% | $4,614+172.2% | $6,396+96.3% |
| Admin fee / account holder | $7,135 | $8,748-18.4% | $7,673-7.0% | $12,562-43.2% |