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 | $804,577 | $209,874+283.4% | $189,537+324.5% | $167,536+380.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.91% | 748.61%-733.7pp | 555.34%-540.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $30,257 | $6,913+337.7% | $6,161+391.1% | $4,839+525.3% |
| Participant deferral / active EE | $22,156 | $8,934+148.0% | $8,220+169.5% | $6,342+249.3% |
| Admin fee / account holder | $22,877 | $14,299+60.0% | $12,048+89.9% | $12,315+85.8% |