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 | $336,201 | $171,492+96.0% | $150,734+123.0% | $198,609+69.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.54% | 804.70%-797.2pp | 600.81%-593.3pp | 202.70%-195.2pp |
| Employer contribution / active EE | $4,290 | $5,470-21.6% | $4,918-12.8% | $5,055-15.1% |
| Participant deferral / active EE | $8,206 | $6,259+31.1% | $5,610+46.3% | $6,977+17.6% |
| Admin fee / account holder | $119,458 | $17,628+577.7% | $14,905+701.4% | $19,030+527.7% |