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 | $254,072 | $107,666+136.0% | $102,184+148.6% | $154,746+64.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 13.73% | 29.33%-15.6pp | 31.58%-17.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,421 | $3,846-37.0% | $3,594-32.6% | $4,379-44.7% |
| Participant deferral / active EE | $5,323 | $8,719-38.9% | $8,309-35.9% | $6,730-20.9% |
| Admin fee / account holder | $8,884 | $12,943-31.4% | $11,609-23.5% | $14,365-38.2% |