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 | $451,668 | $123,000+267.2% | $105,582+327.8% | $198,609+127.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 16.00% | 18.31%-2.3pp | 18.61%-2.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $6,000 | $3,582+67.5% | $2,984+101.1% | $5,055+18.7% |
| Participant deferral / active EE | $31,000 | $5,013+518.4% | $4,353+612.1% | $6,977+344.3% |
| Admin fee / account holder | $3,544 | $16,254-78.2% | $12,856-72.4% | $19,030-81.4% |