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 | $1,191,163 | $102,609+1060.9% | $98,090+1114.4% | $138,895+757.6% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 21.65% | 36.44%-14.8pp | 37.05%-15.4pp | 145.39%-123.7pp |
| Employer contribution / active EE | $6,017 | $3,867+55.6% | $3,606+66.8% | $4,194+43.5% |
| Participant deferral / active EE | $13,010 | $8,167+59.3% | $7,845+65.8% | $6,396+103.4% |
| Admin fee / account holder | $684 | $11,434-94.0% | $11,815-94.2% | $12,562-94.6% |