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 | $1,054,819 | $198,457+431.5% | $170,435+518.9% | $147,586+614.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.27% | 257.30%-244.0pp | 205.94%-192.7pp | 578.59%-565.3pp |
| Employer contribution / active EE | $36,000 | $6,183+482.2% | $5,432+562.7% | $4,876+638.3% |
| Participant deferral / active EE | $22,500 | $5,629+299.7% | $4,939+355.5% | $5,439+313.7% |
| Admin fee / account holder | $15,027 | $16,852-10.8% | $13,881+8.3% | $10,886+38.0% |