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 | $500,515 | $183,539+172.7% | $155,556+221.8% | $145,897+243.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.40% | 61.31%-39.9pp | 64.84%-43.4pp | 552.29%-530.9pp |
| Employer contribution / active EE | $7,371 | $5,315+38.7% | $4,675+57.7% | $4,663+58.1% |
| Participant deferral / active EE | $6,100 | $6,467-5.7% | $5,631+8.3% | $6,689-8.8% |
| Admin fee / account holder | $3,831 | $19,275-80.1% | $15,885-75.9% | $13,390-71.4% |