Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $268,620 | $72,071+272.7% | $68,368+292.9% | $137,256+95.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.88% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $5,399 | $2,788+93.7% | $2,649+103.8% | $4,156+29.9% |
| Participant deferral / active EE | $32,394 | $4,410+634.6% | $4,123+685.7% | $6,407+405.6% |
| Admin fee / account holder | $2,741 | $5,336-48.6% | $5,150-46.8% | $12,270-77.7% |