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 | $675,380 | $217,432+210.6% | $185,849+263.4% | $167,536+303.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.29% | 148.42%-134.1pp | 122.10%-107.8pp | 478.82%-464.5pp |
| Employer contribution / active EE | $29,572 | $5,875+403.4% | $5,169+472.2% | $4,839+511.1% |
| Participant deferral / active EE | $16,715 | $6,357+162.9% | $5,569+200.2% | $6,342+163.5% |
| Admin fee / account holder | $7,818 | $19,818-60.5% | $16,244-51.9% | $12,315-36.5% |