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 | $257,119 | $98,240+161.7% | $82,312+212.4% | $147,586+74.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.31% | 30.85%-15.5pp | 25.88%-10.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $6,319 | $3,192+98.0% | $2,428+160.2% | $4,876+29.6% |
| Participant deferral / active EE | $10,328 | $4,383+135.6% | $3,706+178.7% | $5,439+89.9% |
| Admin fee / account holder | $5,337 | $8,563-37.7% | $5,608-4.8% | $10,886-51.0% |