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 | $1,420,837 | $162,136+776.3% | $152,301+832.9% | $154,746+818.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $36,259 | $4,890+641.5% | $4,624+684.1% | $4,379+728.0% |
| Participant deferral / active EE | $31,346 | $8,341+275.8% | $8,004+291.6% | $6,730+365.7% |
| Admin fee / account holder | $26,859 | $15,759+70.4% | $14,398+86.5% | $14,365+87.0% |