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 | $535,636 | $183,627+191.7% | $155,602+244.2% | $145,978+266.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 70.04% | 61.32%+8.7pp | 64.81%+5.2pp | 550.52%-480.5pp |
| Employer contribution / active EE | $29,802 | $5,316+460.6% | $4,675+537.4% | $4,662+539.3% |
| Participant deferral / active EE | $16,914 | $6,466+161.6% | $5,629+200.5% | $6,690+152.8% |
| Admin fee / account holder | $3,107 | $19,327-83.9% | $15,923-80.5% | $13,400-76.8% |