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 | $123,155+169.5% | $108,753+205.2% | $155,188+113.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.30% | 44.73%-26.4pp | 37.47%-19.2pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,298 | $2,811-18.3% | $2,427-5.3% | $4,248-45.9% |
| Participant deferral / active EE | $13,364 | $4,623+189.1% | $4,115+224.8% | $6,531+104.6% |
| Admin fee / account holder | $5,897 | $12,126-51.4% | $10,320-42.9% | $14,480-59.3% |