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 | $250,893 | $201,264+24.7% | $184,185+36.2% | $145,978+71.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.08% | 29.00%-13.9pp | 28.81%-13.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $4,157 | $7,021-40.8% | $6,426-35.3% | $4,662-10.8% |
| Participant deferral / active EE | $5,884 | $9,806-40.0% | $9,132-35.6% | $6,690-12.0% |
| Admin fee / account holder | $10,563 | $16,376-35.5% | $13,909-24.1% | $13,400-21.2% |