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 | $528,892 | $144,130+267.0% | $117,861+348.7% | $147,586+258.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.32% | 531.20%-518.9pp | 335.11%-322.8pp | 578.59%-566.3pp |
| Employer contribution / active EE | $9,350 | $4,897+90.9% | $3,786+146.9% | $4,876+91.7% |
| Participant deferral / active EE | $15,758 | $5,316+196.4% | $4,482+251.6% | $5,439+189.7% |
| Admin fee / account holder | $6,980 | $10,887-35.9% | $8,021-13.0% | $10,886-35.9% |