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 | $459,519 | $175,259+162.2% | $149,723+206.9% | $139,487+229.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 27.45% | 166.82%-139.4pp | 134.50%-107.1pp | 373.84%-346.4pp |
| Employer contribution / active EE | $7,709 | $5,478+40.7% | $4,821+59.9% | $4,755+62.1% |
| Participant deferral / active EE | $8,117 | $6,522+24.5% | $5,682+42.8% | $6,713+20.9% |
| Admin fee / account holder | $4,006 | $16,158-75.2% | $13,215-69.7% | $11,407-64.9% |