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 | $448,869 | $134,817+232.9% | $123,973+262.1% | $155,188+189.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.79% | 515.49%-504.7pp | 388.13%-377.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $24,553 | $4,425+454.9% | $4,126+495.1% | $4,248+478.0% |
| Participant deferral / active EE | $17,544 | $5,706+207.4% | $5,247+234.4% | $6,531+168.6% |
| Admin fee / account holder | $735 | $13,245-94.5% | $11,799-93.8% | $14,480-94.9% |