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 | $1,011,555 | $105,145+862.1% | $94,664+968.6% | $139,466+625.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 38.09%-18.3pp | 156.84%-137.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $9,730 | $4,107+136.9% | $3,673+164.9% | $4,754+104.7% |
| Participant deferral / active EE | $25,077 | $7,599+230.0% | $7,417+238.1% | $6,712+273.6% |
| Admin fee / account holder | $2,063 | $8,972-77.0% | $7,222-71.4% | $11,409-81.9% |