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 | $760,395 | $160,028+375.2% | $147,080+417.0% | $145,884+421.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.19% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $6,587 | $5,286+24.6% | $4,933+33.5% | $4,662+41.3% |
| Participant deferral / active EE | $18,915 | $8,422+124.6% | $8,066+134.5% | $6,690+182.8% |
| Admin fee / account holder | $18,412 | $15,030+22.5% | $12,989+41.8% | $13,392+37.5% |