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 | $798,275 | $114,047+600.0% | $96,144+730.3% | $167,497+376.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.02% | 189.89%-175.9pp | 191.96%-177.9pp | 478.62%-464.6pp |
| Employer contribution / active EE | $7,141 | $3,427+108.4% | $2,797+155.3% | $4,838+47.6% |
| Participant deferral / active EE | $17,002 | $5,194+227.4% | $4,349+290.9% | $6,341+168.1% |
| Admin fee / account holder | $3,553 | $6,897-48.5% | $5,537-35.8% | $12,310-71.1% |