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 | $472,974 | $226,135+109.2% | $182,558+159.1% | $152,909+209.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.78% | 192.60%-169.8pp | 148.59%-125.8pp | 345.46%-322.7pp |
| Employer contribution / active EE | $32,500 | $4,979+552.7% | $4,076+697.3% | $4,764+582.2% |
| Participant deferral / active EE | $20,000 | $6,371+213.9% | $5,526+261.9% | $5,851+241.8% |
| Admin fee / account holder | $3,014 | $10,707-71.9% | $8,594-64.9% | $11,601-74.0% |