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 | $1,191,155 | $162,136+634.7% | $152,301+682.1% | $154,746+669.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.09% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $19,288 | $4,890+294.4% | $4,624+317.1% | $4,379+340.4% |
| Participant deferral / active EE | $19,200 | $8,341+130.2% | $8,004+139.9% | $6,730+185.3% |
| Admin fee / account holder | $3,898 | $15,759-75.3% | $14,398-72.9% | $14,365-72.9% |