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 | $162,529+789.3% | $130,788+1005.1% | $154,746+834.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.44% | 510.48%-501.0pp | 386.44%-377.0pp | 172.34%-162.9pp |
| Employer contribution / active EE | $43,991 | $4,447+889.1% | $3,558+1136.4% | $4,379+904.6% |
| Participant deferral / active EE | $34,750 | $4,808+622.7% | $4,137+740.0% | $6,730+416.3% |
| Admin fee / account holder | $26,744 | $7,669+248.7% | $6,673+300.8% | $14,365+86.2% |