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 | $649,029 | $227,399+185.4% | $189,758+242.0% | $198,609+226.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 11.68% | 61.03%-49.4pp | 52.62%-40.9pp | 202.70%-191.0pp |
| Employer contribution / active EE | $4,297 | $5,526-22.3% | $4,767-9.9% | $5,055-15.0% |
| Participant deferral / active EE | $25,584 | $6,837+274.2% | $5,856+336.9% | $6,977+266.7% |
| Admin fee / account holder | $6,000 | $25,162-76.2% | $20,388-70.6% | $19,030-68.5% |