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 | $255,260 | $88,672+187.9% | $105,223+142.6% | $82,448+209.6% |
| Participation rate | 80.5% | 67.9%+12.6pp | 75.0%+5.4pp | 68.1%+12.4pp |
| Annual return | 18.03% | 30.86%-12.8pp | 180.65%-162.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,922 | $3,048-4.1% | $3,689-20.8% | $2,551+14.5% |
| Participant deferral / active EE | $4,450 | $4,036+10.3% | $5,072-12.3% | $4,139+7.5% |
| Admin fee / account holder | $2,427 | $7,146-66.0% | $8,859-72.6% | $7,234-66.4% |