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 | $1,094,021 | $171,867+536.6% | $149,721+630.7% | $147,586+641.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.00% | 2113.36%-2097.4pp | 1501.67%-1485.7pp | 578.59%-562.6pp |
| Employer contribution / active EE | $19,359 | $6,275+208.5% | $5,444+255.6% | $4,876+297.0% |
| Participant deferral / active EE | $14,135 | $7,270+94.4% | $6,568+115.2% | $5,439+159.9% |
| Admin fee / account holder | $525 | $13,799-96.2% | $11,282-95.3% | $10,886-95.2% |