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 | $326,105 | $160,028+103.8% | $147,080+121.7% | $145,884+123.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.64% | 98.60%-88.0pp | 420.17%-409.5pp | 551.85%-541.2pp |
| Employer contribution / active EE | $2,314 | $5,286-56.2% | $4,933-53.1% | $4,662-50.4% |
| Participant deferral / active EE | $12,693 | $8,422+50.7% | $8,066+57.4% | $6,690+89.7% |
| Admin fee / account holder | $2,100 | $15,030-86.0% | $12,989-83.8% | $13,392-84.3% |