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 | $443,807 | $210,698+110.6% | $178,014+149.3% | $145,959+204.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.40% | 386.27%-363.9pp | 294.80%-272.4pp | 561.95%-539.5pp |
| Employer contribution / active EE | $17,867 | $4,567+291.2% | $3,950+352.3% | $4,661+283.3% |
| Participant deferral / active EE | $10,698 | $6,958+53.7% | $6,276+70.4% | $6,689+59.9% |
| Admin fee / account holder | $59,822 | $12,016+397.9% | $10,362+477.4% | $13,398+346.5% |