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 | $548,604 | $165,381+231.7% | $149,730+266.4% | $158,966+245.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.84% | 348.29%-319.5pp | 276.70%-247.9pp | 302.95%-274.1pp |
| Employer contribution / active EE | $37,500 | $5,104+634.7% | $4,645+707.3% | $4,762+687.4% |
| Participant deferral / active EE | $26,000 | $7,182+262.0% | $6,843+280.0% | $5,983+334.6% |
| Admin fee / account holder | $4,230 | $10,809-60.9% | $9,310-54.6% | $11,250-62.4% |