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 | $642,001 | $166,131+286.4% | $164,975+289.2% | $145,877+340.1% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 16.35% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $12,141 | $5,276+130.1% | $4,343+179.6% | $4,663+160.4% |
| Participant deferral / active EE | $8,791 | $6,962+26.3% | $6,033+45.7% | $6,691+31.4% |
| Admin fee / account holder | $29,939 | $16,648+79.8% | $12,688+136.0% | $13,402+123.4% |