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 | $300,171 | $111,535+169.1% | $105,223+185.3% | $137,256+118.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.97% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,449 | $3,939-63.2% | $3,689-60.7% | $4,156-65.1% |
| Participant deferral / active EE | $9,057 | $5,500+64.7% | $5,072+78.6% | $6,407+41.4% |
| Admin fee / account holder | $2,435 | $9,721-75.0% | $8,859-72.5% | $12,270-80.2% |