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 | $253,504 | $174,379+45.4% | $152,093+66.7% | $138,895+82.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.63% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $2,857 | $4,652-38.6% | $4,175-31.6% | $4,194-31.9% |
| Participant deferral / active EE | $2,558 | $6,159-58.5% | $5,451-53.1% | $6,396-60.0% |
| Admin fee / account holder | $1,138 | $16,880-93.3% | $14,497-92.1% | $12,562-90.9% |