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 | $362,954 | $138,312+162.4% | $122,979+195.1% | $155,188+133.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.77% | 22.06%-7.3pp | 20.12%-5.3pp | 148.84%-134.1pp |
| Employer contribution / active EE | $3,745 | $3,530+6.1% | $3,062+22.3% | $4,248-11.8% |
| Participant deferral / active EE | $11,664 | $5,592+108.6% | $5,003+133.1% | $6,531+78.6% |
| Admin fee / account holder | $955 | $15,089-93.7% | $12,864-92.6% | $14,480-93.4% |