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 | $1,329,788 | $172,111+672.6% | $150,298+784.8% | $137,256+868.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 35.59% | 69.37%-33.8pp | 62.79%-27.2pp | 220.34%-184.7pp |
| Employer contribution / active EE | $1,988 | $4,636-57.1% | $4,154-52.2% | $4,156-52.2% |
| Participant deferral / active EE | $6,778 | $6,166+9.9% | $5,453+24.3% | $6,407+5.8% |
| Admin fee / account holder | $11,520 | $16,471-30.1% | $14,116-18.4% | $12,270-6.1% |