Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $428,748 | $197,594+117.0% | $177,822+141.1% | $158,931+169.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.16% | 58.76%-39.6pp | 48.32%-29.2pp | 302.86%-283.7pp |
| Employer contribution / active EE | $12,839 | $6,697+91.7% | $5,918+116.9% | $4,761+169.6% |
| Participant deferral / active EE | $12,722 | $8,405+51.4% | $7,714+64.9% | $5,982+112.7% |
| Admin fee / account holder | $1,164 | $15,400-92.4% | $12,428-90.6% | $11,247-89.7% |