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 | $921,892 | $107,944+754.0% | $91,994+902.1% | $152,885+503.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 92.42% | 89.26%+3.2pp | 69.03%+23.4pp | 345.39%-253.0pp |
| Employer contribution / active EE | $11,700 | $4,210+177.9% | $3,452+238.9% | $4,763+145.6% |
| Participant deferral / active EE | $22,000 | $6,365+245.6% | $5,923+271.4% | $5,851+276.0% |
| Admin fee / account holder | $8,129 | $10,521-22.7% | $7,743+5.0% | $11,598-29.9% |