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 | $350,812 | $111,814+213.7% | $103,374+239.4% | $145,959+140.3% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 17.66% | 24.77%-7.1pp | 24.89%-7.2pp | 561.95%-544.3pp |
| Employer contribution / active EE | $9,011 | $4,214+113.8% | $3,869+132.9% | $4,661+93.3% |
| Participant deferral / active EE | $11,606 | $5,618+106.6% | $5,058+129.5% | $6,689+73.5% |
| Admin fee / account holder | $4,500 | $9,754-53.9% | $8,394-46.4% | $13,398-66.4% |