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 | $373,595 | $160,040+133.4% | $147,096+154.0% | $145,877+156.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 98.49%-84.7pp | 419.75%-405.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $3,160 | $5,289-40.2% | $4,936-36.0% | $4,663-32.2% |
| Participant deferral / active EE | $16,487 | $8,429+95.6% | $8,071+104.3% | $6,691+146.4% |
| Admin fee / account holder | $4,139 | $15,050-72.5% | $13,005-68.2% | $13,402-69.1% |