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 | $453,420 | $160,028+183.3% | $147,080+208.3% | $145,884+210.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.28% | 98.60%-85.3pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $14,194 | $5,286+168.5% | $4,933+187.7% | $4,662+204.4% |
| Participant deferral / active EE | $8,101 | $8,422-3.8% | $8,066+0.4% | $6,690+21.1% |
| Admin fee / account holder | $5,897 | $15,030-60.8% | $12,989-54.6% | $13,392-56.0% |