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 | $708,105 | $183,516+285.9% | $155,534+355.3% | $145,884+385.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 42.05% | 61.43%-19.4pp | 64.92%-22.9pp | 551.85%-509.8pp |
| Employer contribution / active EE | $31,500 | $5,315+492.7% | $4,675+573.8% | $4,662+575.6% |
| Participant deferral / active EE | $25,500 | $6,467+294.3% | $5,630+352.9% | $6,690+281.2% |
| Admin fee / account holder | $265,979 | $19,293+1278.6% | $15,900+1572.8% | $13,392+1886.1% |