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 | $718,691 | $121,677+490.7% | $104,625+586.9% | $158,966+352.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.37% | 465.58%-448.2pp | 340.60%-323.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,331 | $3,165+5.2% | $2,681+24.2% | $4,762-30.1% |
| Participant deferral / active EE | $6,781 | $4,175+62.4% | $3,738+81.4% | $5,983+13.3% |
| Admin fee / account holder | $12,577 | $7,777+61.7% | $6,465+94.6% | $11,250+11.8% |