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 | $253,983 | $177,156+43.4% | $147,027+72.7% | $154,746+64.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.24% | 21.94%-3.7pp | 20.23%-2.0pp | 172.34%-154.1pp |
| Employer contribution / active EE | $8,553 | $4,336+97.2% | $3,626+135.9% | $4,379+95.3% |
| Participant deferral / active EE | $10,544 | $5,797+81.9% | $4,933+113.7% | $6,730+56.7% |
| Admin fee / account holder | $2,090 | $14,904-86.0% | $12,223-82.9% | $14,365-85.5% |