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 | $267,657 | $168,635+58.7% | $147,617+81.3% | $125,389+113.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.47% | 77.65%-77.2pp | 61.98%-61.5pp | 282.24%-281.8pp |
| Employer contribution / active EE | $5,699 | $6,252-8.8% | $5,564+2.4% | $4,866+17.1% |
| Participant deferral / active EE | $2,523 | $5,507-54.2% | $4,895-48.5% | $5,352-52.9% |
| Admin fee / account holder | $12,447 | $13,580-8.3% | $11,612+7.2% | $9,541+30.5% |