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 | $384,524 | $103,393+271.9% | $87,103+341.5% | $152,909+151.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.13% | 28.10%-10.0pp | 28.19%-10.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $10,580 | $3,221+228.4% | $2,521+319.6% | $4,764+122.1% |
| Participant deferral / active EE | $22,000 | $4,778+360.4% | $4,049+443.4% | $5,851+276.0% |
| Admin fee / account holder | $3,388 | $12,195-72.2% | $7,491-54.8% | $11,601-70.8% |