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 | $1,122,472 | $154,228+627.8% | $145,433+671.8% | $137,256+717.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.37% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $15,500 | $4,804+222.6% | $4,554+240.3% | $4,156+273.0% |
| Participant deferral / active EE | $7,948 | $8,216-3.3% | $7,897+0.6% | $6,407+24.1% |
| Admin fee / account holder | $7,115 | $14,344-50.4% | $13,129-45.8% | $12,270-42.0% |