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 | $263,975 | $106,524+147.8% | $152,301+73.3% | $87,485+201.7% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.4%+13.8pp | 68.9%+27.4pp |
| Annual return | 16.82% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,249 | $3,371-62.9% | $4,624-73.0% | $2,596-51.9% |
| Participant deferral / active EE | $11,956 | $6,525+83.2% | $8,004+49.4% | $4,274+179.8% |
| Admin fee / account holder | $2,193 | $8,287-73.5% | $14,398-84.8% | $7,775-71.8% |