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 | $346,265 | $124,425+178.3% | $112,040+209.1% | $137,256+152.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.93% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,863 | $3,411-45.4% | $2,954-36.9% | $4,156-55.2% |
| Participant deferral / active EE | $12,904 | $5,718+125.7% | $5,098+153.1% | $6,407+101.4% |
| Admin fee / account holder | $1,233 | $15,207-91.9% | $12,098-89.8% | $12,270-90.0% |