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 | $272,700 | $162,821+67.5% | $133,978+103.5% | $158,982+71.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.56% | 41.95%-24.4pp | 45.10%-27.5pp | 302.99%-285.4pp |
| Employer contribution / active EE | $5,465 | $4,976+9.8% | $3,919+39.5% | $4,763+14.7% |
| Participant deferral / active EE | $13,654 | $5,910+131.0% | $5,047+170.5% | $5,983+128.2% |
| Admin fee / account holder | $913 | $11,742-92.2% | $8,930-89.8% | $11,252-91.9% |