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 | $909,854 | $180,466+404.2% | $154,114+490.4% | $135,382+572.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.59% | 888.15%-884.6pp | 735.16%-731.6pp | 519.77%-516.2pp |
| Employer contribution / active EE | $21,886 | $6,035+262.6% | $5,298+313.1% | $4,779+358.0% |
| Participant deferral / active EE | $12,000 | $5,806+106.7% | $5,081+136.2% | $5,609+113.9% |
| Admin fee / account holder | $29,296 | $16,144+81.5% | $13,411+118.5% | $10,829+170.5% |