Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $509,374 | $129,737+292.6% | $119,126+327.6% | $154,746+229.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.91% | 379.08%-365.2pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $8,019 | $4,375+83.3% | $4,034+98.8% | $4,379+83.1% |
| Participant deferral / active EE | $5,682 | $5,842-2.7% | $5,318+6.8% | $6,730-15.6% |
| Admin fee / account holder | $4,612 | $11,961-61.4% | $10,693-56.9% | $14,365-67.9% |