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 | $379,771 | $183,978+106.4% | $162,171+134.2% | $152,885+148.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.67% | 150.78%-135.1pp | 115.60%-99.9pp | 345.39%-329.7pp |
| Employer contribution / active EE | $19,449 | $6,370+205.3% | $5,613+246.5% | $4,763+308.3% |
| Participant deferral / active EE | $15,667 | $8,033+95.0% | $7,297+114.7% | $5,851+167.8% |
| Admin fee / account holder | $1,398 | $13,122-89.3% | $10,843-87.1% | $11,598-87.9% |