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 | $509,164 | $202,342+151.6% | $172,753+194.7% | $152,909+233.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 114.36% | 1029.88%-915.5pp | 803.00%-688.6pp | 345.46%-231.1pp |
| Employer contribution / active EE | $14,108 | $5,857+140.9% | $5,144+174.3% | $4,764+196.2% |
| Participant deferral / active EE | $9,736 | $5,948+63.7% | $5,198+87.3% | $5,851+66.4% |
| Admin fee / account holder | $3,913 | $17,112-77.1% | $13,956-72.0% | $11,601-66.3% |