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 | $254,956 | $114,712+122.3% | $173,730+46.8% | $87,485+191.4% |
| Participation rate | 83.3% | 73.0%+10.3pp | 79.6%+3.8pp | 68.9%+14.4pp |
| Annual return | 13.52% | 20.18%-6.7pp | 19.96%-6.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,754 | $2,904-5.2% | $4,577-39.8% | $2,596+6.1% |
| Participant deferral / active EE | $6,151 | $4,642+32.5% | $6,326-2.8% | $4,274+43.9% |
| Admin fee / account holder | $21,378 | $10,210+109.4% | $17,523+22.0% | $7,775+175.0% |