Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $335,990 | $160,040+109.9% | $147,096+128.4% | $145,877+130.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.42% | 98.49%-78.1pp | 419.75%-399.3pp | 551.28%-530.9pp |
| Employer contribution / active EE | $8,846 | $5,289+67.2% | $4,936+79.2% | $4,663+89.7% |
| Participant deferral / active EE | $4,045 | $8,429-52.0% | $8,071-49.9% | $6,691-39.5% |
| Admin fee / account holder | $493 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |