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 | $620,713 | $152,612+306.7% | $125,192+395.8% | $152,897+306.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.27% | 54.85%-40.6pp | 43.79%-29.5pp | 345.43%-331.2pp |
| Employer contribution / active EE | $3,528 | $4,947-28.7% | $3,866-8.7% | $4,764-25.9% |
| Participant deferral / active EE | $2,505 | $5,868-57.3% | $4,937-49.3% | $5,851-57.2% |
| Admin fee / account holder | $27,191 | $13,437+102.4% | $9,704+180.2% | $11,599+134.4% |