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 | $255,883 | $107,666+137.7% | $102,184+150.4% | $154,746+65.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 15.99% | 29.33%-13.3pp | 31.58%-15.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $8,376 | $3,846+117.8% | $3,594+133.1% | $4,379+91.3% |
| Participant deferral / active EE | $16,864 | $8,719+93.4% | $8,309+103.0% | $6,730+150.6% |
| Admin fee / account holder | $3,691 | $12,943-71.5% | $11,609-68.2% | $14,365-74.3% |