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 | $565,259 | $129,737+335.7% | $119,126+374.5% | $154,746+265.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 9.99% | 379.08%-369.1pp | 282.11%-272.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $4,833 | $4,375+10.5% | $4,034+19.8% | $4,379+10.4% |
| Participant deferral / active EE | $8,069 | $5,842+38.1% | $5,318+51.7% | $6,730+19.9% |
| Admin fee / account holder | $9,927 | $11,961-17.0% | $10,693-7.2% | $14,365-30.9% |