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 | $571,753 | $198,462+188.1% | $170,439+235.5% | $147,585+287.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.31% | 257.30%-235.0pp | 205.94%-183.6pp | 578.58%-556.3pp |
| Employer contribution / active EE | $11,042 | $6,184+78.6% | $5,433+103.3% | $4,876+126.4% |
| Participant deferral / active EE | $12,455 | $5,629+121.2% | $4,939+152.2% | $5,439+129.0% |
| Admin fee / account holder | $1,459 | $16,852-91.3% | $13,881-89.5% | $10,886-86.6% |