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 | $307,734 | $154,209+99.6% | $130,062+136.6% | $139,487+120.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 75.69% | 32.52%+43.2pp | -137.37%+213.1pp | 373.84%-298.1pp |
| Employer contribution / active EE | $6,083 | $5,292+14.9% | $4,322+40.7% | $4,755+27.9% |
| Participant deferral / active EE | $11,450 | $6,709+70.7% | $5,821+96.7% | $6,713+70.6% |
| Admin fee / account holder | $5,679 | $13,988-59.4% | $10,601-46.4% | $11,407-50.2% |