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 | $256,762 | $88,754+189.3% | $81,820+213.8% | $145,877+76.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.13% | 1031.77%-1013.6pp | 777.93%-759.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $9,880 | $3,085+220.2% | $2,915+238.9% | $4,663+111.9% |
| Participant deferral / active EE | $7,109 | $4,648+53.0% | $4,323+64.5% | $6,691+6.3% |
| Admin fee / account holder | $12,857 | $8,424+52.6% | $7,391+74.0% | $13,402-4.1% |