Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $863,171 | $99,011+771.8% | $86,582+896.9% | $147,586+484.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 27.43% | 1312.75%-1285.3pp | 965.08%-937.7pp | 578.59%-551.2pp |
| Employer contribution / active EE | $275 | $3,132-91.2% | $2,839-90.3% | $4,876-94.4% |
| Participant deferral / active EE | $15,525 | $3,972+290.8% | $3,609+330.2% | $5,439+185.4% |
| Admin fee / account holder | $111,262 | $5,709+1848.9% | $4,904+2168.7% | $10,886+922.1% |