Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $1,637,401 | $669,896+144.4% | $566,370+189.1% | $669,896+144.4% |
| Participation rate | 100.0% | 90.5%+9.5pp | 100.0%0pp | 90.5%+9.5pp |
| Annual return | 12.82% | 11.25%+1.6pp | 3.50%+9.3pp | 11.25%+1.6pp |
| Employer contribution / active EE | $56,750 | $23,407+142.5% | $15,679+262.0% | $23,407+142.5% |
| Participant deferral / active EE | $26,000 | $8,339+211.8% | $6,205+319.0% | $8,339+211.8% |
| Admin fee / account holder | $13,909 | $52,310-73.4% | $4,730+194.0% | $52,310-73.4% |