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 | $544,087 | $108,942+399.4% | $100,415+441.8% | $145,897+272.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 58.27%-45.5pp | 49.47%-36.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $11,735 | $4,422+165.4% | $3,943+197.6% | $4,663+151.7% |
| Participant deferral / active EE | $12,200 | $8,461+44.2% | $8,091+50.8% | $6,689+82.4% |
| Admin fee / account holder | $3,581 | $9,702-63.1% | $7,906-54.7% | $13,390-73.3% |