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 | $797,137 | $144,130+453.1% | $117,861+576.3% | $147,586+440.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.58% | 531.20%-515.6pp | 335.11%-319.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $34,500 | $4,897+604.5% | $3,786+811.2% | $4,876+607.5% |
| Participant deferral / active EE | $24,000 | $5,316+351.4% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $7,317 | $10,887-32.8% | $8,021-8.8% | $10,886-32.8% |