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 | $344,805 | $159,978+115.5% | $147,041+134.5% | $145,978+136.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.29% | 98.36%-79.1pp | 419.21%-399.9pp | 550.52%-531.2pp |
| Employer contribution / active EE | $5,517 | $5,288+4.3% | $4,935+11.8% | $4,662+18.3% |
| Participant deferral / active EE | $15,125 | $8,429+79.4% | $8,071+87.4% | $6,690+126.1% |
| Admin fee / account holder | $5,299 | $15,053-64.8% | $13,006-59.3% | $13,400-60.5% |