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 | $366,754 | $107,733+240.4% | $92,985+294.4% | $154,746+137.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 11.05% | 30.39%-19.3pp | 27.99%-16.9pp | 172.34%-161.3pp |
| Employer contribution / active EE | $3,265 | $3,126+4.4% | $2,662+22.6% | $4,379-25.4% |
| Participant deferral / active EE | $11,650 | $5,053+130.6% | $4,377+166.2% | $6,730+73.1% |
| Admin fee / account holder | $3,240 | $11,369-71.5% | $9,463-65.8% | $14,365-77.4% |