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 | $915,278 | $157,296+481.9% | $141,191+548.3% | $152,897+498.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.21% | 64.34%-44.1pp | 71.41%-51.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $30,798 | $5,262+485.3% | $4,736+550.3% | $4,764+546.5% |
| Participant deferral / active EE | $25,000 | $7,111+251.6% | $6,710+272.6% | $5,851+327.3% |
| Admin fee / account holder | $481 | $12,125-96.0% | $10,264-95.3% | $11,599-95.9% |