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 | $253,871 | $176,105+44.2% | $159,474+59.2% | $167,536+51.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.04% | 331.91%-319.9pp | 263.68%-251.6pp | 478.82%-466.8pp |
| Employer contribution / active EE | $18,743 | $5,299+253.7% | $4,831+288.0% | $4,839+287.3% |
| Participant deferral / active EE | $13,636 | $7,751+75.9% | $7,353+85.4% | $6,342+115.0% |
| Admin fee / account holder | $29,149 | $12,559+132.1% | $10,802+169.8% | $12,315+136.7% |