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 | $745,727 | $185,856+301.2% | $170,028+338.6% | $139,456+434.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 32.33% | 60.52%-28.2pp | 53.39%-21.1pp | 373.45%-341.1pp |
| Employer contribution / active EE | $17,437 | $7,593+129.6% | $6,788+156.9% | $4,753+266.9% |
| Participant deferral / active EE | $14,861 | $11,623+27.9% | $10,409+42.8% | $6,711+121.4% |
| Admin fee / account holder | $4,945 | $15,387-67.9% | $12,820-61.4% | $11,407-56.7% |