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 | $1,036,581 | $185,312+459.4% | $161,489+541.9% | $154,746+569.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 35.04% | 103.84%-68.8pp | 89.72%-54.7pp | 172.34%-137.3pp |
| Employer contribution / active EE | $7,500 | $4,769+57.3% | $4,268+75.7% | $4,379+71.3% |
| Participant deferral / active EE | $3,596 | $6,350-43.4% | $5,630-36.1% | $6,730-46.6% |
| Admin fee / account holder | $6,899 | $18,654-63.0% | $16,006-56.9% | $14,365-52.0% |