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 | $343,890 | $124,425+176.4% | $112,040+206.9% | $137,256+150.5% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 18.13% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,560 | $3,411-54.3% | $2,954-47.2% | $4,156-62.5% |
| Participant deferral / active EE | $3,493 | $5,718-38.9% | $5,098-31.5% | $6,407-45.5% |
| Admin fee / account holder | $3,339 | $15,207-78.0% | $12,098-72.4% | $12,270-72.8% |