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 | $1,007,536 | $196,972+411.5% | $182,262+452.8% | $198,609+407.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.98% | 158.27%-137.3pp | 140.60%-119.6pp | 202.70%-181.7pp |
| Employer contribution / active EE | $7,871 | $5,364+46.7% | $5,046+56.0% | $5,055+55.7% |
| Participant deferral / active EE | $16,440 | $8,643+90.2% | $8,276+98.6% | $6,977+135.6% |
| Admin fee / account holder | $1,013 | $18,429-94.5% | $16,712-93.9% | $19,030-94.7% |