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 | $255,496 | $176,077+45.1% | $159,455+60.2% | $167,518+52.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 74.18% | 331.83%-257.7pp | 263.63%-189.4pp | 478.71%-404.5pp |
| Employer contribution / active EE | $20,201 | $5,298+281.3% | $4,830+318.2% | $4,838+317.5% |
| Participant deferral / active EE | $7,019 | $7,751-9.4% | $7,353-4.5% | $6,342+10.7% |
| Admin fee / account holder | $116,935 | $12,556+831.3% | $10,800+982.7% | $12,312+849.7% |