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 | $261,222 | $112,729+131.7% | $98,716+164.6% | $137,256+90.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.70% | 38.48%-26.8pp | 31.81%-20.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $9,236 | $2,725+238.9% | $2,279+305.3% | $4,156+122.2% |
| Participant deferral / active EE | $22,246 | $4,640+379.4% | $4,048+449.6% | $6,407+247.2% |
| Admin fee / account holder | $10,647 | $10,129+5.1% | $8,703+22.3% | $12,270-13.2% |