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 | $336,131 | $110,410+204.4% | $102,437+228.1% | $145,897+130.4% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 11.83% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $5,552 | $4,217+31.6% | $3,871+43.4% | $4,663+19.1% |
| Participant deferral / active EE | $12,824 | $5,622+128.1% | $5,060+153.4% | $6,689+91.7% |
| Admin fee / account holder | $2,605 | $9,745-73.3% | $8,388-68.9% | $13,390-80.5% |