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 | $295,563 | $96,558+206.1% | $80,977+265.0% | $273,972+7.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.05% | 15.14%-11.1pp | 17.11%-13.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $2,339 | $4,869-52.0% | $3,715-37.0% | $4,869-52.0% |
| Participant deferral / active EE | $7,238 | $6,598+9.7% | $5,696+27.1% | $5,287+36.9% |
| Admin fee / account holder | $10,296 | $7,493+37.4% | $5,517+86.6% | $10,133+1.6% |