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 | $307,375 | $202,345+51.9% | $172,755+77.9% | $152,885+101.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.93% | 1029.77%-997.8pp | 802.94%-771.0pp | 345.39%-313.5pp |
| Employer contribution / active EE | $3,101 | $5,858-47.1% | $5,144-39.7% | $4,763-34.9% |
| Participant deferral / active EE | $8,327 | $5,948+40.0% | $5,198+60.2% | $5,851+42.3% |
| Admin fee / account holder | $2,919 | $17,111-82.9% | $13,955-79.1% | $11,598-74.8% |