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 | $774,700 | $176,077+340.0% | $159,455+385.8% | $167,518+362.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.69% | 331.83%-310.1pp | 263.63%-241.9pp | 478.71%-457.0pp |
| Employer contribution / active EE | $7,456 | $5,298+40.7% | $4,830+54.4% | $4,838+54.1% |
| Participant deferral / active EE | $20,869 | $7,751+169.2% | $7,353+183.8% | $6,342+229.1% |
| Admin fee / account holder | $4,443 | $12,556-64.6% | $10,800-58.9% | $12,312-63.9% |