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 | $447,278 | $102,663+335.7% | $86,216+418.8% | $139,466+220.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.43% | 1924.52%-1907.1pp | 1169.42%-1152.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $15,579 | $3,035+413.4% | $2,382+554.1% | $4,754+227.7% |
| Participant deferral / active EE | $16,416 | $4,677+251.0% | $3,986+311.8% | $6,712+144.6% |
| Admin fee / account holder | $1,825 | $8,663-78.9% | $6,853-73.4% | $11,409-84.0% |