Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $331,869 | $115,225+188.0% | $100,712+229.5% | $138,895+138.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.30% | 40.35%-22.1pp | 33.27%-15.0pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,298 | $2,771-17.1% | $2,313-0.7% | $4,194-45.2% |
| Participant deferral / active EE | $13,364 | $4,699+184.4% | $4,085+227.1% | $6,396+108.9% |
| Admin fee / account holder | $5,897 | $10,844-45.6% | $9,256-36.3% | $12,562-53.1% |