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 | $632,546 | $183,592+244.5% | $155,574+306.6% | $145,877+333.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.14% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $11,198 | $5,317+110.6% | $4,676+139.5% | $4,663+140.1% |
| Participant deferral / active EE | $10,193 | $6,466+57.6% | $5,629+81.1% | $6,691+52.3% |
| Admin fee / account holder | $26,115 | $19,316+35.2% | $15,914+64.1% | $13,402+94.9% |