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 | $293,675 | $156,616+87.5% | $133,346+120.2% | $198,609+47.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 16.54% | 44.25%-27.7pp | 36.85%-20.3pp | 202.70%-186.2pp |
| Employer contribution / active EE | $17,500 | $3,368+419.6% | $2,853+513.3% | $5,055+246.2% |
| Participant deferral / active EE | $10,440 | $4,920+112.2% | $4,332+141.0% | $6,977+49.6% |
| Admin fee / account holder | $12,879 | $17,468-26.3% | $14,264-9.7% | $19,030-32.3% |