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 | $260,150 | $106,749+143.7% | $145,433+78.9% | $82,448+215.5% |
| Participation rate | 96.7% | 75.6%+21.0pp | 82.1%+14.5pp | 68.1%+28.6pp |
| Annual return | 15.60% | 27.59%-12.0pp | 66.58%-51.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,188 | $3,444-7.4% | $4,554-30.0% | $2,551+25.0% |
| Participant deferral / active EE | $9,010 | $6,519+38.2% | $7,897+14.1% | $4,139+117.7% |
| Admin fee / account holder | $2,662 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |