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 | $657,650 | $183,516+258.4% | $155,534+322.8% | $145,884+350.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.58% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $37,438 | $5,315+604.4% | $4,675+700.9% | $4,662+703.0% |
| Participant deferral / active EE | $19,708 | $6,467+204.8% | $5,630+250.0% | $6,690+194.6% |
| Admin fee / account holder | $31,991 | $19,293+65.8% | $15,900+101.2% | $13,392+138.9% |