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 | $316,362 | $138,102+129.1% | $125,381+152.3% | $134,532+135.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 4.87% | 750.73%-745.9pp | 572.31%-567.4pp | 418.27%-413.4pp |
| Employer contribution / active EE | $5,976 | $5,245+13.9% | $4,815+24.1% | $4,741+26.1% |
| Participant deferral / active EE | $11,106 | $7,801+42.4% | $7,448+49.1% | $6,401+73.5% |
| Admin fee / account holder | $4,614 | $11,568-60.1% | $10,007-53.9% | $11,429-59.6% |