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 | $265,237 | $160,040+65.7% | $147,096+80.3% | $145,877+81.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.83% | 98.49%-82.7pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,415 | $5,289-54.3% | $4,936-51.1% | $4,663-48.2% |
| Participant deferral / active EE | $23,915 | $8,429+183.7% | $8,071+196.3% | $6,691+257.4% |
| Admin fee / account holder | $753 | $15,050-95.0% | $13,005-94.2% | $13,402-94.4% |