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 | $1,501,879 | $115,796+1197.0% | $101,264+1383.1% | $158,950+844.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.85% | 56.15%-33.3pp | 46.48%-23.6pp | 302.91%-280.1pp |
| Employer contribution / active EE | $25,456 | $4,175+509.7% | $3,660+595.5% | $4,762+434.6% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,370+197.4% | $5,983+117.3% |
| Admin fee / account holder | $1,322 | $7,247-81.8% | $5,947-77.8% | $11,248-88.2% |