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 | $705,618 | $184,000+283.5% | $162,185+335.1% | $152,909+361.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 32.90% | 150.80%-117.9pp | 115.61%-82.7pp | 345.46%-312.6pp |
| Employer contribution / active EE | $3,126 | $6,370-50.9% | $5,613-44.3% | $4,764-34.4% |
| Participant deferral / active EE | $19,866 | $8,033+147.3% | $7,297+172.2% | $5,851+239.5% |
| Admin fee / account holder | $37,498 | $13,124+185.7% | $10,844+245.8% | $11,601+223.2% |