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 | $306,604 | $139,948+119.1% | $121,663+152.0% | $154,746+98.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 16.95% | 230.52%-213.6pp | 147.54%-130.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $3,753 | $3,521+6.6% | $3,020+24.3% | $4,379-14.3% |
| Participant deferral / active EE | $7,526 | $5,629+33.7% | $4,887+54.0% | $6,730+11.8% |
| Admin fee / account holder | $4,886 | $17,321-71.8% | $14,289-65.8% | $14,365-66.0% |