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 | $405,457 | $78,690+415.3% | $161,489+151.1% | $87,485+363.5% |
| Participation rate | 77.8% | 67.5%+10.3pp | 78.7%-0.9pp | 68.9%+8.8pp |
| Annual return | 19.30% | 32.74%-13.4pp | 89.72%-70.4pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,697 | $2,588+4.2% | $4,268-36.8% | $2,596+3.9% |
| Participant deferral / active EE | $8,157 | $3,311+146.4% | $5,630+44.9% | $4,274+90.9% |
| Admin fee / account holder | $3,969 | $6,724-41.0% | $16,006-75.2% | $7,775-48.9% |