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 | $538,939 | $160,070+236.7% | $147,117+266.3% | $145,897+269.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 98.69%-85.6pp | 420.54%-407.5pp | 552.29%-539.2pp |
| Employer contribution / active EE | $2,654 | $5,285-49.8% | $4,932-46.2% | $4,663-43.1% |
| Participant deferral / active EE | $15,340 | $8,419+82.2% | $8,065+90.2% | $6,689+129.3% |
| Admin fee / account holder | $15,006 | $15,035-0.2% | $12,993+15.5% | $13,390+12.1% |