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 | $1,551,158 | $160,028+869.3% | $147,080+954.6% | $145,884+963.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.94% | 98.60%-81.7pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,600 | $5,286-69.7% | $4,933-67.6% | $4,662-65.7% |
| Participant deferral / active EE | $8,333 | $8,422-1.1% | $8,066+3.3% | $6,690+24.6% |
| Admin fee / account holder | $5,880 | $15,030-60.9% | $12,989-54.7% | $13,392-56.1% |