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 | $1,234,306 | $156,398+689.2% | $147,318+737.8% | $138,895+788.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.42% | 78.75%-55.3pp | 70.43%-47.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $4,500 | $4,853-7.3% | $4,593-2.0% | $4,194+7.3% |
| Participant deferral / active EE | $19,483 | $8,237+136.5% | $7,906+146.4% | $6,396+204.6% |
| Admin fee / account holder | $5,303 | $14,976-64.6% | $13,708-61.3% | $12,562-57.8% |