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 | $282,202 | $124,425+126.8% | $112,040+151.9% | $137,256+105.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.37% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,166 | $3,411-7.2% | $2,954+7.2% | $4,156-23.8% |
| Participant deferral / active EE | $14,604 | $5,718+155.4% | $5,098+186.5% | $6,407+127.9% |
| Admin fee / account holder | $1,330 | $15,207-91.3% | $12,098-89.0% | $12,270-89.2% |