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 | $564,458 | $175,231+222.1% | $149,696+277.1% | $139,466+304.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.64% | 166.77%-154.1pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $29,394 | $5,478+436.6% | $4,821+509.7% | $4,754+518.3% |
| Participant deferral / active EE | $20,626 | $6,521+216.3% | $5,682+263.0% | $6,712+207.3% |
| Admin fee / account holder | $7,771 | $16,155-51.9% | $13,212-41.2% | $11,409-31.9% |