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 | $2,137,912 | $157,296+1259.2% | $141,191+1414.2% | $152,897+1298.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.69% | 64.34%-48.7pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $8,750 | $5,262+66.3% | $4,736+84.8% | $4,764+83.7% |
| Participant deferral / active EE | $2,500 | $7,111-64.8% | $6,710-62.7% | $5,851-57.3% |
| Admin fee / account holder | $106,133 | $12,125+775.3% | $10,264+934.0% | $11,599+815.0% |