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 | $599,211 | $159,978+274.6% | $147,041+307.5% | $145,978+310.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.77% | 98.36%-84.6pp | 419.21%-405.4pp | 550.52%-536.8pp |
| Employer contribution / active EE | $3,855 | $5,288-27.1% | $4,935-21.9% | $4,662-17.3% |
| Participant deferral / active EE | $16,187 | $8,429+92.0% | $8,071+100.6% | $6,690+142.0% |
| Admin fee / account holder | $59,634 | $15,053+296.2% | $13,006+358.5% | $13,400+345.0% |