Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $326,881 | $87,166+275.0% | $76,735+326.0% | $137,256+138.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.24% | 26.50%-11.3pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,750 | $2,904+132.4% | $2,454+175.0% | $4,156+62.4% |
| Participant deferral / active EE | $27,000 | $4,726+471.3% | $4,088+560.5% | $6,407+321.4% |
| Admin fee / account holder | $1,474 | $8,403-82.5% | $7,189-79.5% | $12,270-88.0% |