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 | $461,428 | $160,070+188.3% | $147,117+213.6% | $145,897+216.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.20% | 98.69%-85.5pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $19,265 | $5,285+264.6% | $4,932+290.6% | $4,663+313.2% |
| Participant deferral / active EE | $20,149 | $8,419+139.3% | $8,065+149.8% | $6,689+201.2% |
| Admin fee / account holder | $3,254 | $15,035-78.4% | $12,993-75.0% | $13,390-75.7% |