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 | $599,558 | $183,592+226.6% | $155,574+285.4% | $145,877+311.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.83% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.5pp |
| Employer contribution / active EE | $6,635 | $5,317+24.8% | $4,676+41.9% | $4,663+42.3% |
| Participant deferral / active EE | $16,004 | $6,466+147.5% | $5,629+184.3% | $6,691+139.2% |
| Admin fee / account holder | $427 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |