Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,428,582 | $154,209+826.4% | $130,062+998.4% | $139,487+924.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.40% | 32.52%-21.1pp | -137.37%+148.8pp | 373.84%-362.4pp |
| Employer contribution / active EE | $16,645 | $5,292+214.5% | $4,322+285.1% | $4,755+250.1% |
| Participant deferral / active EE | $11,564 | $6,709+72.4% | $5,821+98.7% | $6,713+72.3% |
| Admin fee / account holder | $8,664 | $13,988-38.1% | $10,601-18.3% | $11,407-24.0% |