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 | $304,458 | $84,236+261.4% | $170,439+78.6% | $70,124+334.2% |
| Participation rate | 71.9% | 70.8%+1.0pp | 83.6%-11.7pp | 69.5%+2.3pp |
| Annual return | 354.44% | 23.06%+331.4pp | 205.94%+148.5pp | 73.14%+281.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,306 | $3,086+104.3% | $4,939+27.7% | $3,332+89.3% |
| Admin fee / account holder | $6,689 | $5,698+17.4% | $13,881-51.8% | $4,645+44.0% |