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 | $271,237 | $76,407+255.0% | $150,298+80.5% | $82,448+229.0% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 16.51% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,215 | $2,614-15.3% | $4,154-46.7% | $2,551-13.2% |
| Participant deferral / active EE | $6,881 | $3,214+114.1% | $5,453+26.2% | $4,139+66.2% |
| Admin fee / account holder | $1,159 | $6,352-81.8% | $14,116-91.8% | $7,234-84.0% |