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 | $464,427 | $153,769+202.0% | $133,975+246.7% | $273,972+69.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.29% | 36.51%-26.2pp | 29.29%-19.0pp | 41.46%-31.2pp |
| Employer contribution / active EE | $18,675 | $6,029+209.8% | $5,211+258.4% | $4,869+283.6% |
| Participant deferral / active EE | $10,058 | $6,958+44.5% | $6,282+60.1% | $5,287+90.2% |
| Admin fee / account holder | $8,738 | $11,765-25.7% | $9,324-6.3% | $10,133-13.8% |