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 | $253,556 | $88,707+185.8% | $74,184+241.8% | $273,972-7.5% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 8.37% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $6,557 | $3,159+107.5% | $2,370+176.6% | $4,869+34.7% |
| Participant deferral / active EE | $5,587 | $4,212+32.7% | $3,550+57.4% | $5,287+5.7% |
| Admin fee / account holder | $6,413 | $8,717-26.4% | $5,586+14.8% | $10,133-36.7% |