Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $925,756 | $88,778+942.8% | $81,844+1031.1% | $145,884+534.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.59% | 1033.03%-1020.4pp | 778.87%-766.3pp | 551.85%-539.3pp |
| Employer contribution / active EE | $22,803 | $3,087+638.7% | $2,916+681.9% | $4,662+389.1% |
| Participant deferral / active EE | $30,500 | $4,648+556.2% | $4,323+605.5% | $6,690+355.9% |
| Admin fee / account holder | $5,650 | $8,430-33.0% | $7,355-23.2% | $13,392-57.8% |