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 | $300,527 | $167,415+79.5% | $140,514+113.9% | $198,609+51.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 3.47% | 13.85%-10.4pp | 14.36%-10.9pp | 202.70%-199.2pp |
| Employer contribution / active EE | $1,777 | $4,088-56.5% | $3,378-47.4% | $5,055-64.8% |
| Participant deferral / active EE | $3,144 | $5,579-43.6% | $4,919-36.1% | $6,977-54.9% |
| Admin fee / account holder | $6,843 | $16,730-59.1% | $13,697-50.0% | $19,030-64.0% |