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 | $78,690+244.7% | $161,489+68.0% | $87,485+210.0% |
| Participation rate | 74.1% | 67.5%+6.6pp | 78.7%-4.6pp | 68.9%+5.1pp |
| Annual return | 16.51% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,215 | $2,588-14.4% | $4,268-48.1% | $2,596-14.7% |
| Participant deferral / active EE | $6,881 | $3,311+107.8% | $5,630+22.2% | $4,274+61.0% |
| Admin fee / account holder | $1,159 | $6,724-82.8% | $16,006-92.8% | $7,775-85.1% |