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 | $304,550 | $112,131+171.6% | $95,964+217.4% | $158,982+91.6% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.7pp |
| Annual return | 14.54% | 171.19%-156.6pp | 91.64%-77.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,655 | $3,199-48.3% | $2,541-34.9% | $4,763-65.3% |
| Participant deferral / active EE | $9,167 | $4,784+91.6% | $4,167+120.0% | $5,983+53.2% |
| Admin fee / account holder | $4,890 | $10,136-51.8% | $6,797-28.1% | $11,252-56.5% |