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 | $448,809 | $102,595+337.5% | $94,057+377.2% | $154,746+190.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 11.19% | 583.42%-572.2pp | 480.62%-469.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $4,686 | $3,147+48.9% | $2,933+59.8% | $4,379+7.0% |
| Participant deferral / active EE | $15,000 | $5,118+193.1% | $4,709+218.5% | $6,730+122.9% |
| Admin fee / account holder | $3,019 | $7,736-61.0% | $7,244-58.3% | $14,365-79.0% |