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 | $402,530 | $209,874+91.8% | $189,537+112.4% | $167,536+140.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.69% | 748.61%-731.9pp | 555.34%-538.6pp | 478.82%-462.1pp |
| Employer contribution / active EE | $8,043 | $6,913+16.3% | $6,161+30.5% | $4,839+66.2% |
| Participant deferral / active EE | $17,605 | $8,934+97.1% | $8,220+114.2% | $6,342+177.6% |
| Admin fee / account holder | $20,489 | $14,299+43.3% | $12,048+70.1% | $12,315+66.4% |