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 | $261,470 | $124,346+110.3% | $111,306+134.9% | $167,553+56.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.06% | 37.46%-21.4pp | 54.67%-38.6pp | 478.89%-462.8pp |
| Employer contribution / active EE | $2,214 | $3,438-35.6% | $2,732-19.0% | $4,840-54.3% |
| Participant deferral / active EE | $5,098 | $5,182-1.6% | $4,488+13.6% | $6,343-19.6% |
| Admin fee / account holder | $941 | $10,623-91.1% | $7,966-88.2% | $12,316-92.4% |