Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $257,780 | $138,312+86.4% | $122,979+109.6% | $155,188+66.1% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 13.19% | 22.06%-8.9pp | 20.12%-6.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $3,768 | $3,530+6.7% | $3,062+23.0% | $4,248-11.3% |
| Participant deferral / active EE | $7,674 | $5,592+37.2% | $5,003+53.4% | $6,531+17.5% |
| Admin fee / account holder | $4,442 | $15,089-70.6% | $12,864-65.5% | $14,480-69.3% |