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 | $421,947 | $198,457+112.6% | $170,435+147.6% | $147,586+185.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.98% | 257.30%-242.3pp | 205.94%-191.0pp | 578.59%-563.6pp |
| Employer contribution / active EE | $7,092 | $6,183+14.7% | $5,432+30.6% | $4,876+45.4% |
| Participant deferral / active EE | $5,334 | $5,629-5.3% | $4,939+8.0% | $5,439-1.9% |
| Admin fee / account holder | $5,900 | $16,852-65.0% | $13,881-57.5% | $10,886-45.8% |