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 | $535,057 | $148,629+260.0% | $135,982+293.5% | $139,487+283.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.47% | 79.33%-55.9pp | 68.32%-44.9pp | 373.84%-350.4pp |
| Employer contribution / active EE | $8,615 | $5,247+64.2% | $4,859+77.3% | $4,755+81.2% |
| Participant deferral / active EE | $15,813 | $8,102+95.2% | $7,760+103.8% | $6,713+135.6% |
| Admin fee / account holder | $3,337 | $12,406-73.1% | $10,767-69.0% | $11,407-70.7% |