Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $363,234 | $72,071+404.0% | $68,368+431.3% | $137,256+164.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.33% | 353.14%-337.8pp | 292.57%-277.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $22,263 | $2,788+698.5% | $2,649+740.4% | $4,156+435.7% |
| Participant deferral / active EE | $9,756 | $4,410+121.2% | $4,123+136.6% | $6,407+52.3% |
| Admin fee / account holder | $25,468 | $5,336+377.3% | $5,150+394.6% | $12,270+107.6% |