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 | $867,165 | $97,125+792.8% | $86,233+905.6% | $137,256+531.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.48% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $47,500 | $2,841+1571.8% | $2,504+1796.7% | $4,156+1042.9% |
| Participant deferral / active EE | $30,000 | $5,180+479.2% | $4,559+558.0% | $6,407+368.3% |
| Admin fee / account holder | $38,788 | $9,725+298.9% | $8,342+365.0% | $12,270+216.1% |