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 | $400,354 | $150,447+166.1% | $136,298+193.7% | $147,586+171.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.71% | 1049.15%-1036.4pp | 5156.27%-5143.6pp | 578.59%-565.9pp |
| Employer contribution / active EE | $4,489 | $5,256-14.6% | $4,696-4.4% | $4,876-7.9% |
| Participant deferral / active EE | $13,423 | $6,631+102.4% | $6,247+114.9% | $5,439+146.8% |
| Admin fee / account holder | $3,188 | $10,906-70.8% | $9,244-65.5% | $10,886-70.7% |