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 | $254,439 | $100,901+152.2% | $75,501+237.0% | $147,586+72.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 12.30% | 35.78%-23.5pp | 27.35%-15.1pp | 578.59%-566.3pp |
| Employer contribution / active EE | $3,939 | $3,253+21.1% | $2,352+67.5% | $4,876-19.2% |
| Participant deferral / active EE | $5,333 | $4,027+32.4% | $3,142+69.7% | $5,439-1.9% |
| Admin fee / account holder | $3,822 | $11,285-66.1% | $5,801-34.1% | $10,886-64.9% |