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 | $1,259,574 | $183,539+586.3% | $155,556+709.7% | $145,897+763.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.40% | 61.31%-46.9pp | 64.84%-50.4pp | 552.29%-537.9pp |
| Employer contribution / active EE | $35,586 | $5,315+569.5% | $4,675+661.1% | $4,663+663.2% |
| Participant deferral / active EE | $16,563 | $6,467+156.1% | $5,631+194.1% | $6,689+147.6% |
| Admin fee / account holder | $182,855 | $19,275+848.7% | $15,885+1051.1% | $13,390+1265.6% |