Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $319,207 | $160,028+99.5% | $147,080+117.0% | $145,884+118.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 33.77% | 98.60%-64.8pp | 420.17%-386.4pp | 551.85%-518.1pp |
| Employer contribution / active EE | $17,804 | $5,286+236.8% | $4,933+260.9% | $4,662+281.9% |
| Participant deferral / active EE | $14,437 | $8,422+71.4% | $8,066+79.0% | $6,690+115.8% |
| Admin fee / account holder | $9,737 | $15,030-35.2% | $12,989-25.0% | $13,392-27.3% |