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 | $322,815 | $88,815+263.5% | $81,882+294.2% | $145,897+121.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.38% | 1033.75%-1022.4pp | 779.47%-768.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $16,163 | $3,086+423.7% | $2,916+454.3% | $4,663+246.6% |
| Participant deferral / active EE | $3,050 | $4,647-34.4% | $4,323-29.4% | $6,689-54.4% |
| Admin fee / account holder | $20,174 | $8,434+139.2% | $7,360+174.1% | $13,390+50.7% |