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 | $254,678 | $107,809+136.2% | $97,032+162.5% | $155,188+64.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 11.78% | 38.06%-26.3pp | 35.38%-23.6pp | 148.84%-137.1pp |
| Employer contribution / active EE | $10,837 | $2,911+272.2% | $2,629+312.2% | $4,248+155.1% |
| Participant deferral / active EE | $15,302 | $5,129+198.3% | $4,672+227.5% | $6,531+134.3% |
| Admin fee / account holder | $1,917 | $10,717-82.1% | $9,418-79.6% | $14,480-86.8% |