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 | $725,562 | $150,446+382.3% | $136,297+432.3% | $147,585+391.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.67% | 1049.14%-1036.5pp | 5156.19%-5143.5pp | 578.58%-565.9pp |
| Employer contribution / active EE | $10,954 | $5,256+108.4% | $4,696+133.3% | $4,876+124.6% |
| Participant deferral / active EE | $12,267 | $6,631+85.0% | $6,247+96.4% | $5,439+125.5% |
| Admin fee / account holder | $18,715 | $10,906+71.6% | $9,244+102.5% | $10,886+71.9% |