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 | $263,290 | $160,040+64.5% | $147,096+79.0% | $145,877+80.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 34.75% | 98.49%-63.7pp | 419.75%-385.0pp | 551.28%-516.5pp |
| Employer contribution / active EE | $7,016 | $5,289+32.6% | $4,936+42.1% | $4,663+50.5% |
| Participant deferral / active EE | $10,848 | $8,429+28.7% | $8,071+34.4% | $6,691+62.1% |
| Admin fee / account holder | $8,209 | $15,050-45.5% | $13,005-36.9% | $13,402-38.7% |