Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,081,307 | $201,259+3418.5% | $184,200+3744.4% | $145,959+4751.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.80% | 28.98%-7.2pp | 28.80%-7.0pp | 561.95%-540.1pp |
| Employer contribution / active EE | $73,500 | $7,018+947.3% | $6,424+1044.2% | $4,661+1477.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $493,375 | $16,372+2913.5% | $13,907+3447.7% | $13,398+3582.5% |