Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $318,698 | $102,595+210.6% | $94,057+238.8% | $154,746+105.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.56% | 583.42%-566.9pp | 480.62%-464.1pp | 172.34%-155.8pp |
| Employer contribution / active EE | $11,746 | $3,147+273.2% | $2,933+300.5% | $4,379+168.2% |
| Participant deferral / active EE | $9,179 | $5,118+79.3% | $4,709+94.9% | $6,730+36.4% |
| Admin fee / account holder | $17,349 | $7,736+124.3% | $7,244+139.5% | $14,365+20.8% |