Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $986,499 | $85,171+1058.3% | $172,753+471.0% | $72,976+1251.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.55% | 27.32%-2.8pp | 803.00%-778.5pp | 81.02%-56.5pp |
| Employer contribution / active EE | $30,206 | $3,324+808.7% | $5,144+487.2% | $2,440+1138.0% |
| Participant deferral / active EE | $22,524 | $3,260+590.9% | $5,198+333.3% | $3,608+524.3% |
| Admin fee / account holder | $2,162 | $5,880-63.2% | $13,956-84.5% | $5,124-57.8% |