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 | $3,862,320 | $155,555+2382.9% | $146,866+2529.8% | $155,188+2388.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 32.95% | 115.41%-82.5pp | 102.85%-69.9pp | 148.84%-115.9pp |
| Employer contribution / active EE | $7,983 | $4,647+71.8% | $4,425+80.4% | $4,248+87.9% |
| Participant deferral / active EE | $17,500 | $8,044+117.5% | $7,759+125.5% | $6,531+167.9% |
| Admin fee / account holder | $130,000 | $14,755+781.0% | $13,620+854.5% | $14,480+797.8% |