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 | $278,251 | $176,688+57.5% | $130,660+113.0% | $152,885+82.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 19.98% | 2693.08%-2673.1pp | 1709.29%-1689.3pp | 345.39%-325.4pp |
| Employer contribution / active EE | $4,625 | $5,743-19.5% | $4,092+13.0% | $4,763-2.9% |
| Participant deferral / active EE | $14,610 | $4,362+234.9% | $3,603+305.5% | $5,851+149.7% |
| Admin fee / account holder | $40,170 | $7,131+463.3% | $5,463+635.3% | $11,598+246.4% |