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 | $382,018 | $160,070+138.7% | $147,117+159.7% | $145,897+161.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.08% | 98.69%-71.6pp | 420.54%-393.5pp | 552.29%-525.2pp |
| Employer contribution / active EE | $23,933 | $5,285+352.9% | $4,932+385.2% | $4,663+413.3% |
| Participant deferral / active EE | $10,648 | $8,419+26.5% | $8,065+32.0% | $6,689+59.2% |
| Admin fee / account holder | $1,298 | $15,035-91.4% | $12,993-90.0% | $13,390-90.3% |