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 | $253,685 | $176,786+43.5% | $146,643+73.0% | $167,536+51.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.21% | 24.04%-10.8pp | 22.75%-9.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $12,289 | $5,161+138.1% | $4,137+197.1% | $4,839+154.0% |
| Participant deferral / active EE | $4,847 | $6,440-24.7% | $5,506-12.0% | $6,342-23.6% |
| Admin fee / account holder | $1,059 | $13,262-92.0% | $10,280-89.7% | $12,315-91.4% |