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 | $351,921 | $160,070+119.9% | $147,117+139.2% | $145,897+141.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.19% | 98.69%-74.5pp | 420.54%-396.4pp | 552.29%-528.1pp |
| Employer contribution / active EE | $11,327 | $5,285+114.3% | $4,932+129.6% | $4,663+142.9% |
| Participant deferral / active EE | $11,969 | $8,419+42.2% | $8,065+48.4% | $6,689+78.9% |
| Admin fee / account holder | $1,671 | $15,035-88.9% | $12,993-87.1% | $13,390-87.5% |