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 | $356,085 | $175,231+103.2% | $149,696+137.9% | $139,466+155.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.48% | 166.77%-155.3pp | 134.46%-123.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $9,577 | $5,478+74.8% | $4,821+98.7% | $4,754+101.4% |
| Participant deferral / active EE | $10,444 | $6,521+60.2% | $5,682+83.8% | $6,712+55.6% |
| Admin fee / account holder | $21,155 | $16,155+31.0% | $13,212+60.1% | $11,409+85.4% |