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 | $251,078 | $124,425+101.8% | $112,040+124.1% | $137,256+82.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.37% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $20,444 | $3,411+499.3% | $2,954+592.1% | $4,156+391.9% |
| Participant deferral / active EE | $13,923 | $5,718+143.5% | $5,098+173.1% | $6,407+117.3% |
| Admin fee / account holder | $2,107 | $15,207-86.1% | $12,098-82.6% | $12,270-82.8% |