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 | $278,128 | $87,544+217.7% | $75,784+267.0% | $125,388+121.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.82% | 13.49%-10.7pp | 9.68%-6.9pp | 282.24%-279.4pp |
| Employer contribution / active EE | $4,382 | $3,930+11.5% | $3,323+31.9% | $4,866-9.9% |
| Participant deferral / active EE | $8,000 | $4,229+89.2% | $3,652+119.1% | $5,352+49.5% |
| Admin fee / account holder | $1,161 | $6,502-82.1% | $5,300-78.1% | $9,541-87.8% |