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 | $403,281 | $167,504+140.8% | $151,628+166.0% | $134,509+199.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 5.67% | 7.81%-2.1pp | 3.34%+2.3pp | 418.13%-412.5pp |
| Employer contribution / active EE | $2,922 | $6,828-57.2% | $6,165-52.6% | $4,741-38.4% |
| Participant deferral / active EE | $12,079 | $8,985+34.4% | $8,363+44.4% | $6,400+88.7% |
| Admin fee / account holder | $31,949 | $13,779+131.9% | $11,613+175.1% | $11,427+179.6% |