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 | $965,417 | $81,331+1087.0% | $155,534+520.7% | $80,935+1092.8% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 25.69% | 33.37%-7.7pp | 64.92%-39.2pp | 35.66%-10.0pp |
| Employer contribution / active EE | $33,758 | $3,105+987.3% | $4,675+622.1% | $2,757+1124.6% |
| Participant deferral / active EE | $19,394 | $3,454+461.5% | $5,630+244.5% | $4,299+351.1% |
| Admin fee / account holder | $52,681 | $7,999+558.6% | $15,900+231.3% | $6,924+660.8% |