Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $335,552 | $124,425+169.7% | $112,040+199.5% | $137,256+144.5% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 13.68% | 24.72%-11.0pp | 24.52%-10.8pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,705 | $5,718+87.2% | $5,098+110.0% | $6,407+67.1% |
| Admin fee / account holder | $971 | $15,207-93.6% | $12,098-92.0% | $12,270-92.1% |