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 | $1,227,038 | $104,694+1072.0% | $85,709+1331.6% | $167,536+632.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.51% | 21.45%-5.9pp | 21.49%-6.0pp | 478.82%-463.3pp |
| Employer contribution / active EE | $19,705 | $3,337+490.4% | $2,619+652.5% | $4,839+307.2% |
| Participant deferral / active EE | $15,483 | $4,826+220.8% | $3,924+294.6% | $6,342+144.1% |
| Admin fee / account holder | $836 | $10,035-91.7% | $6,876-87.8% | $12,315-93.2% |