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 | $322,245 | $93,598+244.3% | $135,974+137.0% | $75,173+328.7% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 67.2%+22.6pp |
| Annual return | 15.90% | 30.89%-15.0pp | 68.30%-52.4pp | 160.72%-144.8pp |
| Employer contribution / active EE | $7,792 | $3,538+120.2% | $4,859+60.4% | $2,671+191.7% |
| Participant deferral / active EE | $10,178 | $6,405+58.9% | $7,760+31.2% | $4,126+146.7% |
| Admin fee / account holder | $16,087 | $6,978+130.5% | $10,767+49.4% | $5,651+184.7% |