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 | $326,117 | $114,013+186.0% | $103,693+214.5% | $155,188+110.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.58% | 49.31%-31.7pp | 47.61%-30.0pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,820 | $3,131-41.9% | $2,920-37.7% | $4,248-57.2% |
| Participant deferral / active EE | $4,413 | $4,970-11.2% | $4,579-3.6% | $6,531-32.4% |
| Admin fee / account holder | $8,592 | $8,407+2.2% | $7,858+9.3% | $14,480-40.7% |