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 | $394,660 | $160,040+146.6% | $147,096+168.3% | $145,877+170.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.79% | 98.49%-87.7pp | 419.75%-409.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,429 | $5,289-54.1% | $4,936-50.8% | $4,663-47.9% |
| Participant deferral / active EE | $5,775 | $8,429-31.5% | $8,071-28.4% | $6,691-13.7% |
| Admin fee / account holder | $314,872 | $15,050+1992.2% | $13,005+2321.1% | $13,402+2249.4% |