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 | $523,437 | $199,109+162.9% | $173,730+201.3% | $154,746+238.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.67% | 20.02%-3.3pp | 19.96%-3.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,253 | $5,311-57.6% | $4,577-50.8% | $4,379-48.6% |
| Participant deferral / active EE | $17,827 | $7,113+150.6% | $6,326+181.8% | $6,730+164.9% |
| Admin fee / account holder | $5,239 | $20,916-75.0% | $17,523-70.1% | $14,365-63.5% |