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 | $340,170 | $160,028+112.6% | $147,080+131.3% | $145,884+133.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 14.31% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $12,098 | $5,286+128.9% | $4,933+145.2% | $4,662+159.5% |
| Participant deferral / active EE | $13,270 | $8,422+57.6% | $8,066+64.5% | $6,690+98.4% |
| Admin fee / account holder | $4,714 | $15,030-68.6% | $12,989-63.7% | $13,392-64.8% |