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 | $472,634 | $185,905+154.2% | $170,057+177.9% | $139,487+238.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.93% | 60.56%-45.6pp | 53.42%-38.5pp | 373.84%-358.9pp |
| Employer contribution / active EE | $18,180 | $7,597+139.3% | $6,790+167.7% | $4,755+282.4% |
| Participant deferral / active EE | $15,521 | $11,627+33.5% | $10,411+49.1% | $6,713+131.2% |
| Admin fee / account holder | $428 | $15,397-97.2% | $12,826-96.7% | $11,407-96.2% |