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 | $374,260 | $161,352+132.0% | $134,172+178.9% | $137,256+172.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.61% | 28.72%-7.1pp | 25.30%-3.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $19,092 | $4,099+365.8% | $3,420+458.2% | $4,156+359.4% |
| Participant deferral / active EE | $11,901 | $5,552+114.3% | $4,690+153.7% | $6,407+85.8% |
| Admin fee / account holder | $3,000 | $15,028-80.0% | $12,016-75.0% | $12,270-75.6% |