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 | $354,418 | $213,785+65.8% | $185,441+91.1% | $155,188+128.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 80.3%-8.8pp | 80.8%-9.4pp |
| Annual return | 13.92% | 19.97%-6.1pp | 20.16%-6.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $2,991 | $5,393-44.5% | $4,672-36.0% | $4,248-29.6% |
| Participant deferral / active EE | $10,556 | $6,864+53.8% | $6,152+71.6% | $6,531+61.6% |
| Admin fee / account holder | $1,630 | $21,134-92.3% | $17,890-90.9% | $14,480-88.7% |