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 | $372,895 | $156,616+138.1% | $133,346+179.6% | $198,609+87.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.54% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $10,900 | $3,368+223.6% | $2,853+282.0% | $5,055+115.6% |
| Participant deferral / active EE | $9,366 | $4,920+90.4% | $4,332+116.2% | $6,977+34.2% |
| Admin fee / account holder | $13,312 | $17,468-23.8% | $14,264-6.7% | $19,030-30.0% |