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 | $528,032 | $67,823+678.5% | $52,425+907.2% | $137,256+284.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 10.26% | 219.11%-208.9pp | 302.12%-291.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $21,543 | $1,163+1752.4% | $914+2256.5% | $4,156+418.4% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,286 | $2,844+507.8% | $2,495+592.8% | $12,270+40.9% |