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 | $259,349 | $88,707+192.4% | $74,184+249.6% | $273,972-5.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.19% | 11.94%-3.8pp | 17.74%-9.5pp | 41.46%-33.3pp |
| Employer contribution / active EE | $25,719 | $3,159+714.1% | $2,370+985.1% | $4,869+428.2% |
| Participant deferral / active EE | $5,899 | $4,212+40.1% | $3,550+66.2% | $5,287+11.6% |
| Admin fee / account holder | $2,017 | $8,717-76.9% | $5,586-63.9% | $10,133-80.1% |