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 | $886,047 | $100,970+777.5% | $96,576+817.5% | $137,256+545.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.36% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,800 | $3,809+26.0% | $3,553+35.1% | $4,156+15.5% |
| Participant deferral / active EE | $32,875 | $8,286+296.7% | $7,956+313.2% | $6,407+413.1% |
| Admin fee / account holder | $12,024 | $11,312+6.3% | $11,381+5.6% | $12,270-2.0% |