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 | $265,456 | $198,457+33.8% | $170,435+55.8% | $147,586+79.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.43% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $16,164 | $6,183+161.4% | $5,432+197.6% | $4,876+231.5% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $2,077 | $16,852-87.7% | $13,881-85.0% | $10,886-80.9% |