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 | $250,726 | $144,130+74.0% | $117,861+112.7% | $147,586+69.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 19.45% | 531.20%-511.7pp | 335.11%-315.7pp | 578.59%-559.1pp |
| Employer contribution / active EE | $2,757 | $4,897-43.7% | $3,786-27.2% | $4,876-43.5% |
| Participant deferral / active EE | $9,184 | $5,316+72.8% | $4,482+104.9% | $5,439+68.9% |
| Admin fee / account holder | $1,446 | $10,887-86.7% | $8,021-82.0% | $10,886-86.7% |