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 | $386,963 | $144,130+168.5% | $117,860+228.3% | $147,585+162.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.69% | 531.20%-516.5pp | 335.10%-320.4pp | 578.58%-563.9pp |
| Employer contribution / active EE | $7,167 | $4,897+46.4% | $3,786+89.3% | $4,876+47.0% |
| Participant deferral / active EE | $6,694 | $5,316+25.9% | $4,482+49.3% | $5,439+23.1% |
| Admin fee / account holder | $2,757 | $10,887-74.7% | $8,021-65.6% | $10,886-74.7% |