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 | $512,670 | $112,933+354.0% | $90,970+463.6% | $158,982+222.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 19.92% | 215.82%-195.9pp | 134.60%-114.7pp | 302.99%-283.1pp |
| Employer contribution / active EE | $11,003 | $2,893+280.3% | $2,122+418.6% | $4,763+131.0% |
| Participant deferral / active EE | $6,446 | $4,128+56.1% | $3,373+91.1% | $5,983+7.7% |
| Admin fee / account holder | $1,181 | $8,047-85.3% | $5,961-80.2% | $11,252-89.5% |