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 | $264,441 | $124,314+112.7% | $109,163+142.2% | $167,518+57.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.60% | 26.04%-11.4pp | 25.75%-11.2pp | 478.71%-464.1pp |
| Employer contribution / active EE | $8,019 | $4,209+90.5% | $3,723+115.4% | $4,838+65.7% |
| Participant deferral / active EE | $5,097 | $5,256-3.0% | $4,654+9.5% | $6,342-19.6% |
| Admin fee / account holder | $2,575 | $7,973-67.7% | $6,754-61.9% | $12,312-79.1% |