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 | $289,290 | $106,974+170.4% | $90,796+218.6% | $138,895+108.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 14.90% | 20.10%-5.2pp | 19.29%-4.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $5,633 | $2,609+115.9% | $2,294+145.6% | $4,194+34.3% |
| Participant deferral / active EE | $9,140 | $4,455+105.2% | $3,822+139.2% | $6,396+42.9% |
| Admin fee / account holder | $7,951 | $8,626-7.8% | $7,024+13.2% | $12,562-36.7% |