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 | $370,835 | $117,829+214.7% | $102,423+262.1% | $145,877+154.2% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 10.74% | 31.83%-21.1pp | 29.42%-18.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $6,542 | $3,615+81.0% | $3,023+116.4% | $4,663+40.3% |
| Participant deferral / active EE | $8,790 | $5,732+53.3% | $5,054+73.9% | $6,691+31.4% |
| Admin fee / account holder | $1,660 | $13,335-87.6% | $9,455-82.4% | $13,402-87.6% |