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 | $282,084 | $157,304+79.3% | $141,197+99.8% | $152,909+84.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 82.58% | 64.34%+18.2pp | 71.41%+11.2pp | 345.46%-262.9pp |
| Employer contribution / active EE | $27,047 | $5,263+414.0% | $4,736+471.1% | $4,764+467.8% |
| Participant deferral / active EE | $6,988 | $7,111-1.7% | $6,710+4.1% | $5,851+19.4% |
| Admin fee / account holder | $1,058 | $12,126-91.3% | $10,265-89.7% | $11,601-90.9% |