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 | $758,312 | $132,634+471.7% | $115,768+555.0% | $137,256+452.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.11% | 160.70%-144.6pp | 100.46%-84.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,102 | $3,360-37.4% | $2,940-28.5% | $4,156-49.4% |
| Participant deferral / active EE | $15,840 | $5,619+181.9% | $4,917+222.2% | $6,407+147.2% |
| Admin fee / account holder | $48,876 | $15,028+225.2% | $12,439+292.9% | $12,270+298.3% |