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 | $1,648,654 | $184,000+796.0% | $162,185+916.5% | $152,909+978.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 73.78% | 150.80%-77.0pp | 115.61%-41.8pp | 345.46%-271.7pp |
| Employer contribution / active EE | $2,265 | $6,370-64.4% | $5,613-59.6% | $4,764-52.4% |
| Participant deferral / active EE | $19,600 | $8,033+144.0% | $7,297+168.6% | $5,851+235.0% |
| Admin fee / account holder | $5,049 | $13,124-61.5% | $10,844-53.4% | $11,601-56.5% |