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 | $1,840,383 | $115,225+1497.2% | $100,712+1727.4% | $138,895+1225.0% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 24.75% | 40.35%-15.6pp | 33.27%-8.5pp | 145.39%-120.6pp |
| Employer contribution / active EE | $1,118 | $2,771-59.7% | $2,313-51.7% | $4,194-73.3% |
| Participant deferral / active EE | $1,245 | $4,699-73.5% | $4,085-69.5% | $6,396-80.5% |
| Admin fee / account holder | $78,198 | $10,844+621.1% | $9,256+744.8% | $12,562+522.5% |