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 | $282,505 | $117,846+139.7% | $102,434+175.8% | $145,884+93.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 16.32% | 31.90%-15.6pp | 29.46%-13.1pp | 551.85%-535.5pp |
| Employer contribution / active EE | $2,018 | $3,615-44.2% | $3,023-33.2% | $4,662-56.7% |
| Participant deferral / active EE | $5,015 | $5,733-12.5% | $5,055-0.8% | $6,690-25.0% |
| Admin fee / account holder | $342 | $13,356-97.4% | $9,462-96.4% | $13,392-97.4% |