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 | $296,751 | $202,342+46.7% | $172,753+71.8% | $152,909+94.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.55% | 1029.88%-1006.3pp | 803.00%-779.5pp | 345.46%-321.9pp |
| Employer contribution / active EE | $9,185 | $5,857+56.8% | $5,144+78.6% | $4,764+92.8% |
| Participant deferral / active EE | $12,598 | $5,948+111.8% | $5,198+142.4% | $5,851+115.3% |
| Admin fee / account holder | $751 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |