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 | $258,709 | $110,212+134.7% | $96,534+168.0% | $139,466+85.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.96% | 26.42%-11.5pp | 25.88%-10.9pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,523 | $3,620-30.3% | $2,965-14.9% | $4,754-46.9% |
| Participant deferral / active EE | $16,841 | $5,547+203.6% | $4,851+247.2% | $6,712+150.9% |
| Admin fee / account holder | $1,637 | $11,599-85.9% | $8,253-80.2% | $11,409-85.7% |