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 | $634,067 | $175,257+261.8% | $149,717+323.5% | $139,456+354.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.42% | 166.70%-154.3pp | 134.41%-122.0pp | 373.45%-361.0pp |
| Employer contribution / active EE | $5,647 | $5,477+3.1% | $4,820+17.2% | $4,753+18.8% |
| Participant deferral / active EE | $15,228 | $6,521+133.5% | $5,682+168.0% | $6,711+126.9% |
| Admin fee / account holder | $1,256 | $16,156-92.2% | $13,213-90.5% | $11,407-89.0% |