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 | $635,961 | $160,040+297.4% | $147,096+332.3% | $145,877+336.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.67% | 98.49%-80.8pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $32,732 | $5,289+518.8% | $4,936+563.1% | $4,663+602.0% |
| Participant deferral / active EE | $20,414 | $8,429+142.2% | $8,071+152.9% | $6,691+205.1% |
| Admin fee / account holder | $1,943 | $15,050-87.1% | $13,005-85.1% | $13,402-85.5% |