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 | $290,232 | $117,895+146.2% | $102,460+183.3% | $145,897+98.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 31.92%-19.3pp | 29.47%-16.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,647 | $3,619-54.5% | $3,025-45.6% | $4,663-64.7% |
| Participant deferral / active EE | $3,558 | $5,736-38.0% | $5,056-29.6% | $6,689-46.8% |
| Admin fee / account holder | $1,204 | $13,353-91.0% | $9,460-87.3% | $13,390-91.0% |