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 | $918,863 | $176,105+421.8% | $159,474+476.2% | $167,536+448.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.59% | 331.91%-312.3pp | 263.68%-244.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $3,813 | $5,299-28.0% | $4,831-21.1% | $4,839-21.2% |
| Participant deferral / active EE | $11,167 | $7,751+44.1% | $7,353+51.9% | $6,342+76.1% |
| Admin fee / account holder | $6,019 | $12,559-52.1% | $10,802-44.3% | $12,315-51.1% |