Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $254,438 | $95,453+166.6% | $112,040+127.1% | $82,448+208.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 18.67% | 23.92%-5.2pp | 24.52%-5.8pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,158 | $2,318+208.8% | $2,954+142.3% | $2,551+180.6% |
| Participant deferral / active EE | $7,743 | $4,224+83.3% | $5,098+51.9% | $4,139+87.1% |
| Admin fee / account holder | $4,272 | $9,013-52.6% | $12,098-64.7% | $7,234-40.9% |