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 | $328,393 | $90,614+262.4% | $76,089+331.6% | $145,877+125.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.77% | 623.80%-615.0pp | 360.94%-352.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,576 | $3,324-22.5% | $2,690-4.2% | $4,663-44.7% |
| Participant deferral / active EE | $15,596 | $5,168+201.8% | $4,259+266.2% | $6,691+133.1% |
| Admin fee / account holder | $14,301 | $8,376+70.7% | $6,418+122.8% | $13,402+6.7% |