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 | $626,913 | $209,422+199.4% | $178,503+251.2% | $158,982+294.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.34% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.6pp |
| Employer contribution / active EE | $11,899 | $5,707+108.5% | $5,011+137.5% | $4,763+149.8% |
| Participant deferral / active EE | $20,000 | $5,955+235.9% | $5,202+284.4% | $5,983+234.3% |
| Admin fee / account holder | $3,068 | $17,079-82.0% | $13,987-78.1% | $11,252-72.7% |