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 | $3,512,096 | $183,592+1813.0% | $155,567+2157.6% | $145,959+2306.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.12% | 61.24%-17.1pp | 64.74%-20.6pp | 561.95%-517.8pp |
| Employer contribution / active EE | $2,897 | $5,315-45.5% | $4,674-38.0% | $4,661-37.8% |
| Participant deferral / active EE | $13,855 | $6,464+114.3% | $5,628+146.2% | $6,689+107.1% |
| Admin fee / account holder | $72,020 | $19,318+272.8% | $15,916+352.5% | $13,398+437.5% |