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 | $514,962 | $209,874+145.4% | $189,537+171.7% | $167,536+207.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.89% | 748.61%-733.7pp | 555.34%-540.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,296 | $6,913-52.3% | $6,161-46.5% | $4,839-31.9% |
| Participant deferral / active EE | $11,549 | $8,934+29.3% | $8,220+40.5% | $6,342+82.1% |
| Admin fee / account holder | $21,951 | $14,299+53.5% | $12,048+82.2% | $12,315+78.3% |