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 | $256,842 | $136,860+87.7% | $120,344+113.4% | $154,746+66.0% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 14.03% | 21.38%-7.3pp | 20.30%-6.3pp | 172.34%-158.3pp |
| Employer contribution / active EE | $5,409 | $3,533+53.1% | $3,020+79.1% | $4,379+23.5% |
| Participant deferral / active EE | $12,806 | $5,793+121.0% | $5,135+149.4% | $6,730+90.3% |
| Admin fee / account holder | $1,438 | $15,393-90.7% | $12,742-88.7% | $14,365-90.0% |