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 | $292,752 | $176,105+66.2% | $159,474+83.6% | $167,536+74.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.39% | 331.91%-312.5pp | 263.68%-244.3pp | 478.82%-459.4pp |
| Employer contribution / active EE | $9,209 | $5,299+73.8% | $4,831+90.6% | $4,839+90.3% |
| Participant deferral / active EE | $12,320 | $7,751+58.9% | $7,353+67.6% | $6,342+94.3% |
| Admin fee / account holder | $1,511 | $12,559-88.0% | $10,802-86.0% | $12,315-87.7% |