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 | $543,144 | $109,327+396.8% | $89,391+507.6% | $158,931+241.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.03% | 345.68%-332.6pp | 245.62%-232.6pp | 302.86%-289.8pp |
| Employer contribution / active EE | $10,377 | $3,170+227.4% | $2,586+301.3% | $4,761+117.9% |
| Participant deferral / active EE | $16,952 | $4,598+268.7% | $3,890+335.8% | $5,982+183.4% |
| Admin fee / account holder | $5,902 | $6,153-4.1% | $4,881+20.9% | $11,247-47.5% |