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 | $3,183,991 | $201,344+1481.4% | $184,243+1628.1% | $145,877+2082.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 60.82% | 29.01%+31.8pp | 28.82%+32.0pp | 551.28%-490.5pp |
| Employer contribution / active EE | $11,925 | $7,022+69.8% | $6,427+85.5% | $4,663+155.7% |
| Participant deferral / active EE | $15,250 | $9,807+55.5% | $9,132+67.0% | $6,691+127.9% |
| Admin fee / account holder | $52,544 | $16,382+220.7% | $13,914+277.6% | $13,402+292.1% |