Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,013,087 | $181,062+459.5% | $158,223+540.3% | $155,188+552.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.30% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.5pp |
| Employer contribution / active EE | $4,375 | $4,565-4.1% | $4,109+6.5% | $4,248+3.0% |
| Participant deferral / active EE | $3,000 | $6,134-51.1% | $5,467-45.1% | $6,531-54.1% |
| Admin fee / account holder | $34,816 | $18,825+84.9% | $16,047+117.0% | $14,480+140.4% |