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 | $977,873 | $199,109+391.1% | $173,730+462.9% | $154,746+531.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 14.70% | 20.02%-5.3pp | 19.96%-5.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $11,880 | $5,311+123.7% | $4,577+159.5% | $4,379+171.3% |
| Participant deferral / active EE | $11,880 | $7,113+67.0% | $6,326+87.8% | $6,730+76.5% |
| Admin fee / account holder | $24,849 | $20,916+18.8% | $17,523+41.8% | $14,365+73.0% |