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 | $1,538,175 | $209,336+634.8% | $197,124+680.3% | $137,256+1020.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 133.07% | 48.09%+85.0pp | 44.34%+88.7pp | 220.34%-87.3pp |
| Employer contribution / active EE | $16,292 | $6,591+147.2% | $6,227+161.6% | $4,156+292.0% |
| Participant deferral / active EE | $7,750 | $9,614-19.4% | $9,135-15.2% | $6,407+21.0% |
| Admin fee / account holder | $4,628 | $17,308-73.3% | $16,298-71.6% | $12,270-62.3% |