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 | $317,035 | $160,040+98.1% | $147,096+115.5% | $145,877+117.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $4,597 | $5,289-13.1% | $4,936-6.9% | $4,663-1.4% |
| Participant deferral / active EE | $18,796 | $8,429+123.0% | $8,071+132.9% | $6,691+180.9% |
| Admin fee / account holder | $4,079 | $15,050-72.9% | $13,005-68.6% | $13,402-69.6% |