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 | $313,517 | $202,326+55.0% | $172,745+81.5% | $152,870+105.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.24% | 1029.72%-1001.5pp | 802.90%-774.7pp | 345.34%-317.1pp |
| Employer contribution / active EE | $14,351 | $5,858+145.0% | $5,144+179.0% | $4,763+201.3% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,197+20.3% | $5,850+6.8% |
| Admin fee / account holder | $10,591 | $17,110-38.1% | $13,954-24.1% | $11,597-8.7% |