Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $1,875,055 | $185,312+911.8% | $161,489+1061.1% | $154,746+1111.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $56,625 | $4,769+1087.3% | $4,268+1226.7% | $4,379+1193.1% |
| Participant deferral / active EE | $28,854 | $6,350+354.4% | $5,630+412.5% | $6,730+328.7% |
| Admin fee / account holder | $11,531 | $18,654-38.2% | $16,006-28.0% | $14,365-19.7% |