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 | $445,261 | $176,120+152.8% | $159,487+179.2% | $167,553+165.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.61% | 331.95%-309.3pp | 263.71%-241.1pp | 478.89%-456.3pp |
| Employer contribution / active EE | $6,209 | $5,299+17.2% | $4,831+28.5% | $4,840+28.3% |
| Participant deferral / active EE | $18,580 | $7,752+139.7% | $7,354+152.7% | $6,343+192.9% |
| Admin fee / account holder | $5,011 | $12,561-60.1% | $10,804-53.6% | $12,316-59.3% |