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 | $433,706 | $126,661+242.4% | $113,397+282.5% | $138,895+212.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 12.52% | 25.05%-12.5pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $4,118 | $3,456+19.1% | $2,977+38.3% | $4,194-1.8% |
| Participant deferral / active EE | $12,237 | $5,693+115.0% | $5,076+141.1% | $6,396+91.3% |
| Admin fee / account holder | $2,616 | $14,549-82.0% | $11,957-78.1% | $12,562-79.2% |