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 | $435,044 | $202,342+115.0% | $172,753+151.8% | $152,909+184.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.22% | 1029.88%-1011.7pp | 803.00%-784.8pp | 345.46%-327.2pp |
| Employer contribution / active EE | $12,313 | $5,857+110.2% | $5,144+139.4% | $4,764+158.5% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $20,740 | $17,112+21.2% | $13,956+48.6% | $11,601+78.8% |