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 | $254,537 | $161,352+57.8% | $134,172+89.7% | $137,256+85.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.67% | 28.72%-15.0pp | 25.30%-11.6pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,037 | $4,099-25.9% | $3,420-11.2% | $4,156-26.9% |
| Participant deferral / active EE | $3,385 | $5,552-39.0% | $4,690-27.8% | $6,407-47.2% |
| Admin fee / account holder | $4,110 | $15,028-72.7% | $12,016-65.8% | $12,270-66.5% |