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 | $377,485 | $175,259+115.4% | $149,723+152.1% | $139,487+170.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.39% | 166.82%-153.4pp | 134.50%-121.1pp | 373.84%-360.5pp |
| Employer contribution / active EE | $11,163 | $5,478+103.8% | $4,821+131.5% | $4,755+134.8% |
| Participant deferral / active EE | $7,472 | $6,522+14.6% | $5,682+31.5% | $6,713+11.3% |
| Admin fee / account holder | $6,859 | $16,158-57.6% | $13,215-48.1% | $11,407-39.9% |