Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $998,914 | $176,105+467.2% | $159,474+526.4% | $167,536+496.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.50% | 331.91%-314.4pp | 263.68%-246.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $14,480 | $5,299+173.3% | $4,831+199.7% | $4,839+199.2% |
| Participant deferral / active EE | $10,960 | $7,751+41.4% | $7,353+49.1% | $6,342+72.8% |
| Admin fee / account holder | $35,608 | $12,559+183.5% | $10,802+229.6% | $12,315+189.2% |