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 | $312,826 | $160,070+95.4% | $147,117+112.6% | $145,897+114.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.49% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $9,211 | $5,285+74.3% | $4,932+86.7% | $4,663+97.5% |
| Participant deferral / active EE | $16,800 | $8,419+99.5% | $8,065+108.3% | $6,689+151.1% |
| Admin fee / account holder | $9,867 | $15,035-34.4% | $12,993-24.1% | $13,390-26.3% |