Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $463,478 | $176,105+163.2% | $159,474+190.6% | $167,536+176.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1129.13% | 331.91%+797.2pp | 263.68%+865.4pp | 478.82%+650.3pp |
| Employer contribution / active EE | $9,787 | $5,299+84.7% | $4,831+102.6% | $4,839+102.2% |
| Participant deferral / active EE | $13,185 | $7,751+70.1% | $7,353+79.3% | $6,342+107.9% |
| Admin fee / account holder | $1,639 | $12,559-86.9% | $10,802-84.8% | $12,315-86.7% |