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 | $320,207 | $106,749+200.0% | $145,433+120.2% | $82,448+288.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.48% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $8,532 | $3,444+147.7% | $4,554+87.3% | $2,551+234.5% |
| Participant deferral / active EE | $6,587 | $6,519+1.0% | $7,897-16.6% | $4,139+59.1% |
| Admin fee / account holder | $4,987 | $8,390-40.6% | $13,129-62.0% | $7,234-31.1% |