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 | $1,148,268 | $196,972+483.0% | $182,262+530.0% | $198,609+478.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.13% | 158.27%-141.1pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $10,250 | $5,364+91.1% | $5,046+103.1% | $5,055+102.8% |
| Participant deferral / active EE | $30,500 | $8,643+252.9% | $8,276+268.5% | $6,977+337.2% |
| Admin fee / account holder | $36,902 | $18,429+100.2% | $16,712+120.8% | $19,030+93.9% |