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 | $277,831 | $162,812+70.6% | $133,971+107.4% | $158,966+74.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.02% | 41.94%-27.9pp | 45.09%-31.1pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,786 | $4,976-64.1% | $3,919-54.4% | $4,762-62.5% |
| Participant deferral / active EE | $7,275 | $5,910+23.1% | $5,047+44.1% | $5,983+21.6% |
| Admin fee / account holder | $988 | $11,741-91.6% | $8,929-88.9% | $11,250-91.2% |