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 | $591,176 | $217,432+171.9% | $185,851+218.1% | $167,553+252.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.72% | 148.43%-131.7pp | 122.11%-105.4pp | 478.89%-462.2pp |
| Employer contribution / active EE | $8,878 | $5,874+51.1% | $5,168+71.8% | $4,840+83.5% |
| Participant deferral / active EE | $12,883 | $6,357+102.7% | $5,569+131.4% | $6,343+103.1% |
| Admin fee / account holder | $23,596 | $19,820+19.1% | $16,245+45.2% | $12,316+91.6% |