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 | $336,987 | $123,155+173.6% | $108,753+209.9% | $155,188+117.1% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 12.55% | 44.73%-32.2pp | 37.47%-24.9pp | 148.84%-136.3pp |
| Employer contribution / active EE | $2,854 | $2,811+1.5% | $2,427+17.6% | $4,248-32.8% |
| Participant deferral / active EE | $7,177 | $4,623+55.2% | $4,115+74.4% | $6,531+9.9% |
| Admin fee / account holder | $3,057 | $12,126-74.8% | $10,320-70.4% | $14,480-78.9% |