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 | $553,360 | $183,592+201.4% | $155,574+255.7% | $145,877+279.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.37%-47.8pp | 64.87%-51.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $13,635 | $5,317+156.5% | $4,676+191.6% | $4,663+192.4% |
| Participant deferral / active EE | $8,351 | $6,466+29.1% | $5,629+48.3% | $6,691+24.8% |
| Admin fee / account holder | $4,375 | $19,316-77.4% | $15,914-72.5% | $13,402-67.4% |