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 | $372,679 | $198,462+87.8% | $170,439+118.7% | $147,585+152.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.76% | 257.30%-242.5pp | 205.94%-191.2pp | 578.58%-563.8pp |
| Employer contribution / active EE | $8,495 | $6,184+37.4% | $5,433+56.4% | $4,876+74.2% |
| Participant deferral / active EE | $10,719 | $5,629+90.4% | $4,939+117.0% | $5,439+97.1% |
| Admin fee / account holder | $41,271 | $16,852+144.9% | $13,881+197.3% | $10,886+279.1% |