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 | $1,207,104 | $172,111+601.4% | $150,298+703.1% | $137,256+779.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.42% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,851 | $4,636+90.9% | $4,154+113.1% | $4,156+113.0% |
| Participant deferral / active EE | $8,892 | $6,166+44.2% | $5,453+63.1% | $6,407+38.8% |
| Admin fee / account holder | $19,450 | $16,471+18.1% | $14,116+37.8% | $12,270+58.5% |