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 | $1,562,661 | $125,190+1148.2% | $105,624+1379.5% | $145,897+971.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.27% | 225.22%-206.0pp | 116.20%-96.9pp | 552.29%-533.0pp |
| Employer contribution / active EE | $20,333 | $3,720+446.6% | $3,168+541.9% | $4,663+336.1% |
| Participant deferral / active EE | $17,467 | $5,716+205.6% | $5,013+248.5% | $6,689+161.1% |
| Admin fee / account holder | $39,977 | $17,138+133.3% | $10,961+264.7% | $13,390+198.5% |