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 | $2,744,674 | $275,752+895.3% | $256,809+968.8% | $198,609+1282.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.29% | 34.81%-15.5pp | 32.73%-13.4pp | 202.70%-183.4pp |
| Employer contribution / active EE | $46,500 | $7,721+502.3% | $7,263+540.2% | $5,055+819.8% |
| Participant deferral / active EE | $31,000 | $10,037+208.9% | $9,520+225.6% | $6,977+344.3% |
| Admin fee / account holder | $387,323 | $25,716+1406.2% | $25,146+1440.3% | $19,030+1935.3% |