Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $363,000 | $149,741+142.4% | $118,914+205.3% | $158,982+128.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 10.96% | 19.94%-9.0pp | 35.89%-24.9pp | 302.99%-292.0pp |
| Employer contribution / active EE | $10,542 | $4,119+156.0% | $3,264+223.0% | $4,763+121.3% |
| Participant deferral / active EE | $10,800 | $5,226+106.7% | $4,266+153.2% | $5,983+80.5% |
| Admin fee / account holder | $3,485 | $8,607-59.5% | $6,582-47.1% | $11,252-69.0% |