Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $498,300 | $155,840+219.8% | $124,694+299.6% | $167,553+197.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 74.6%+0.4pp | 82.1%-7.1pp |
| Annual return | 25.11% | 17.98%+7.1pp | 5144.82%-5119.7pp | 478.89%-453.8pp |
| Employer contribution / active EE | $22,075 | $4,165+430.0% | $3,325+564.0% | $4,840+356.1% |
| Participant deferral / active EE | $11,025 | $5,675+94.3% | $4,615+138.9% | $6,343+73.8% |
| Admin fee / account holder | $4,768 | $9,536-50.0% | $7,495-36.4% | $12,316-61.3% |