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 | $629,814 | $90,397+596.7% | $76,002+728.7% | $145,959+331.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.51% | 621.97%-611.5pp | 360.07%-349.6pp | 561.95%-551.4pp |
| Employer contribution / active EE | $6,213 | $3,317+87.3% | $2,688+131.1% | $4,661+33.3% |
| Participant deferral / active EE | $17,275 | $5,163+234.6% | $4,257+305.8% | $6,689+158.3% |
| Admin fee / account holder | $3,888 | $8,369-53.6% | $6,414-39.4% | $13,398-71.0% |