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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,993 | $212,777+49.4% | $173,703+83.1% | $198,609+60.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 14.42% | 18.82%-4.4pp | 17.46%-3.0pp | 202.70%-188.3pp |
| Employer contribution / active EE | $46,000 | $5,214+782.3% | $4,288+972.8% | $5,055+809.9% |
| Participant deferral / active EE | $30,500 | $5,697+435.4% | $4,854+528.3% | $6,977+337.2% |
| Admin fee / account holder | $50,402 | $19,536+158.0% | $15,562+223.9% | $19,030+164.8% |