Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $941,308 | $227,291+314.1% | $214,702+338.4% | $155,188+506.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.94% | 60.08%-43.1pp | 54.55%-37.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $39,333 | $6,772+480.9% | $6,461+508.8% | $4,248+826.0% |
| Participant deferral / active EE | $18,167 | $9,582+89.6% | $9,147+98.6% | $6,531+178.2% |
| Admin fee / account holder | $1,346 | $20,413-93.4% | $19,830-93.2% | $14,480-90.7% |