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 | $326,233 | $117,426+177.8% | $99,470+228.0% | $152,885+113.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 13.85% | 31.87%-18.0pp | 30.72%-16.9pp | 345.39%-331.5pp |
| Employer contribution / active EE | $2,214 | $3,014-26.5% | $2,540-12.9% | $4,763-53.5% |
| Participant deferral / active EE | $11,094 | $4,086+171.5% | $3,619+206.6% | $5,851+89.6% |
| Admin fee / account holder | $14,718 | $7,634+92.8% | $6,252+135.4% | $11,598+26.9% |