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 | $308,367 | $160,028+92.7% | $147,080+109.7% | $145,884+111.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.06% | 98.60%-76.5pp | 420.17%-398.1pp | 551.85%-529.8pp |
| Employer contribution / active EE | $1,450 | $5,286-72.6% | $4,933-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $6,889 | $8,422-18.2% | $8,066-14.6% | $6,690+3.0% |
| Admin fee / account holder | $15,362 | $15,030+2.2% | $12,989+18.3% | $13,392+14.7% |