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 | $768,726 | $289,211+165.8% | $260,467+195.1% | $198,609+287.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 267.74% | 112.90%+154.8pp | 100.60%+167.1pp | 202.70%+65.0pp |
| Employer contribution / active EE | $7,366 | $4,663+58.0% | $4,239+73.8% | $5,055+45.7% |
| Participant deferral / active EE | $4,700 | $6,812-31.0% | $6,319-25.6% | $6,977-32.6% |
| Admin fee / account holder | $2,105 | $16,236-87.0% | $15,461-86.4% | $19,030-88.9% |