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 | $351,255 | $144,130+143.7% | $117,861+198.0% | $147,586+138.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.29% | 531.20%-519.9pp | 335.11%-323.8pp | 578.59%-567.3pp |
| Employer contribution / active EE | $8,432 | $4,897+72.2% | $3,786+122.7% | $4,876+72.9% |
| Participant deferral / active EE | $7,526 | $5,316+41.6% | $4,482+67.9% | $5,439+38.4% |
| Admin fee / account holder | $7,927 | $10,887-27.2% | $8,021-1.2% | $10,886-27.2% |