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 | $391,529 | $150,447+160.2% | $136,298+187.3% | $147,586+165.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 19.49% | 1049.15%-1029.7pp | 5156.27%-5136.8pp | 578.59%-559.1pp |
| Employer contribution / active EE | $4,834 | $5,256-8.0% | $4,696+2.9% | $4,876-0.9% |
| Participant deferral / active EE | $10,368 | $6,631+56.4% | $6,247+66.0% | $5,439+90.6% |
| Admin fee / account holder | $3,337 | $10,906-69.4% | $9,244-63.9% | $10,886-69.3% |