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 | $542,718 | $121,701+345.9% | $104,639+418.7% | $158,982+241.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.75% | 465.72%-446.0pp | 340.67%-320.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $23,535 | $3,165+643.5% | $2,682+777.6% | $4,763+394.1% |
| Participant deferral / active EE | $9,856 | $4,176+136.0% | $3,738+163.7% | $5,983+64.7% |
| Admin fee / account holder | $3,557 | $7,778-54.3% | $6,465-45.0% | $11,252-68.4% |