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 | $312,997 | $108,882+187.5% | $96,754+223.5% | $154,746+102.3% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 18.79% | 98.39%-79.6pp | 82.04%-63.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,818 | $3,018-39.8% | $2,679-32.2% | $4,379-58.5% |
| Participant deferral / active EE | $13,068 | $5,323+145.5% | $4,758+174.7% | $6,730+94.2% |
| Admin fee / account holder | $2,128 | $10,200-79.1% | $8,905-76.1% | $14,365-85.2% |