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 | $1,476,439 | $199,109+641.5% | $173,730+749.8% | $154,746+854.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.91% | 20.02%+0.9pp | 19.96%+1.0pp | 172.34%-151.4pp |
| Employer contribution / active EE | $7,172 | $5,311+35.0% | $4,577+56.7% | $4,379+63.8% |
| Participant deferral / active EE | $25,629 | $7,113+260.3% | $6,326+305.1% | $6,730+280.8% |
| Admin fee / account holder | $17,477 | $20,916-16.4% | $17,523-0.3% | $14,365+21.7% |