Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,135,693 | $176,794+542.4% | $146,647+674.4% | $167,553+577.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 323.80% | 24.04%+299.8pp | 22.75%+301.0pp | 478.89%-155.1pp |
| Employer contribution / active EE | $7,950 | $5,161+54.0% | $4,137+92.2% | $4,840+64.3% |
| Participant deferral / active EE | $29,530 | $6,440+358.5% | $5,506+436.3% | $6,343+365.6% |
| Admin fee / account holder | $2,331 | $13,262-82.4% | $10,281-77.3% | $12,316-81.1% |