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 | $251,895 | $76,407+229.7% | $150,298+67.6% | $82,448+205.5% |
| Participation rate | 72.0% | 66.4%+5.6pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 20.16% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,810 | $2,614+7.5% | $4,154-32.4% | $2,551+10.2% |
| Participant deferral / active EE | $7,372 | $3,214+129.3% | $5,453+35.2% | $4,139+78.1% |
| Admin fee / account holder | $17,766 | $6,352+179.7% | $14,116+25.9% | $7,234+145.6% |