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 | $363,812 | $159,978+127.4% | $147,041+147.4% | $145,978+149.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.60% | 98.36%-85.8pp | 419.21%-406.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $12,310 | $5,288+132.8% | $4,935+149.4% | $4,662+164.1% |
| Participant deferral / active EE | $18,237 | $8,429+116.4% | $8,071+126.0% | $6,690+172.6% |
| Admin fee / account holder | $7,145 | $15,053-52.5% | $13,006-45.1% | $13,400-46.7% |