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 | $438,402 | $202,342+116.7% | $172,753+153.8% | $152,909+186.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.17% | 1029.88%-1010.7pp | 803.00%-783.8pp | 345.46%-326.3pp |
| Employer contribution / active EE | $12,723 | $5,857+117.2% | $5,144+147.3% | $4,764+167.1% |
| Participant deferral / active EE | $13,036 | $5,948+119.2% | $5,198+150.8% | $5,851+122.8% |
| Admin fee / account holder | $3,981 | $17,112-76.7% | $13,956-71.5% | $11,601-65.7% |