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 | $304,320 | $211,946+43.6% | $169,452+79.6% | $135,379+124.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 11.28% | 3.26%+8.0pp | 1.83%+9.4pp | 519.79%-508.5pp |
| Employer contribution / active EE | $2,973 | $5,117-41.9% | $4,157-28.5% | $4,779-37.8% |
| Participant deferral / active EE | $4,600 | $6,075-24.3% | $5,277-12.8% | $5,609-18.0% |
| Admin fee / account holder | $10,393 | $11,472-9.4% | $9,110+14.1% | $10,828-4.0% |