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 | $1,127,332 | $181,062+522.6% | $158,223+612.5% | $155,188+626.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.90% | 57.39%-45.5pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $32,452 | $4,565+610.9% | $4,109+689.8% | $4,248+664.0% |
| Participant deferral / active EE | $23,500 | $6,134+283.1% | $5,467+329.9% | $6,531+259.8% |
| Admin fee / account holder | $10,546 | $18,825-44.0% | $16,047-34.3% | $14,480-27.2% |