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 | $357,783 | $99,011+261.4% | $86,582+313.2% | $147,586+142.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.34% | 1312.75%-1303.4pp | 965.08%-955.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $17,518 | $3,132+459.3% | $2,839+516.9% | $4,876+259.2% |
| Participant deferral / active EE | $12,600 | $3,972+217.2% | $3,609+249.2% | $5,439+131.7% |
| Admin fee / account holder | $375 | $5,709-93.4% | $4,904-92.4% | $10,886-96.6% |