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 | $1,445,390 | $234,190+517.2% | $180,320+701.6% | $198,609+627.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 9.44% | 1057.44%-1048.0pp | 778.54%-769.1pp | 202.70%-193.3pp |
| Employer contribution / active EE | $43,991 | $5,258+736.7% | $4,108+971.0% | $5,055+770.2% |
| Participant deferral / active EE | $34,750 | $4,988+596.6% | $4,304+707.3% | $6,977+398.1% |
| Admin fee / account holder | $26,744 | $12,558+113.0% | $10,000+167.4% | $19,030+40.5% |