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 | $265,205 | $102,245+159.4% | $89,340+196.8% | $137,256+93.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.94% | 21.89%-4.9pp | 20.57%-3.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,452 | $2,529-3.0% | $2,231+9.9% | $4,156-41.0% |
| Participant deferral / active EE | $8,593 | $4,436+93.7% | $3,823+124.8% | $6,407+34.1% |
| Admin fee / account holder | $11,298 | $8,085+39.7% | $6,704+68.5% | $12,270-7.9% |