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 | $567,693 | $175,259+223.9% | $149,723+279.2% | $139,487+307.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.82% | 166.82%-138.0pp | 134.50%-105.7pp | 373.84%-345.0pp |
| Employer contribution / active EE | $8,234 | $5,478+50.3% | $4,821+70.8% | $4,755+73.2% |
| Participant deferral / active EE | $24,500 | $6,522+275.7% | $5,682+331.2% | $6,713+265.0% |
| Admin fee / account holder | $728 | $16,158-95.5% | $13,215-94.5% | $11,407-93.6% |