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 | $1,034,473 | $155,555+565.0% | $146,866+604.4% | $155,188+566.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.93% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $31,947 | $4,647+587.5% | $4,425+622.0% | $4,248+652.1% |
| Participant deferral / active EE | $29,487 | $8,044+266.6% | $7,759+280.0% | $6,531+351.5% |
| Admin fee / account holder | $9,167 | $14,755-37.9% | $13,620-32.7% | $14,480-36.7% |