Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $764,513 | $212,386+260.0% | $199,883+282.5% | $138,895+450.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.74% | 47.75%-26.0pp | 43.81%-22.1pp | 145.39%-123.7pp |
| Employer contribution / active EE | $8,750 | $6,625+32.1% | $6,261+39.7% | $4,194+108.6% |
| Participant deferral / active EE | $33,750 | $9,617+250.9% | $9,138+269.3% | $6,396+427.7% |
| Admin fee / account holder | $351 | $18,233-98.1% | $17,268-98.0% | $12,562-97.2% |