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 | $313,866 | $202,342+55.1% | $172,753+81.7% | $152,909+105.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.72% | 1029.88%-1008.2pp | 803.00%-781.3pp | 345.46%-323.7pp |
| Employer contribution / active EE | $12,922 | $5,857+120.6% | $5,144+151.2% | $4,764+171.3% |
| Participant deferral / active EE | $15,775 | $5,948+165.2% | $5,198+203.5% | $5,851+169.6% |
| Admin fee / account holder | $2,729 | $17,112-84.1% | $13,956-80.4% | $11,601-76.5% |