Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $388,126 | $173,397+123.8% | $135,987+185.4% | $145,877+166.1% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.4%-1.4pp | 80.3%-5.3pp |
| Annual return | 868.49% | 1166.18%-297.7pp | 580.01%+288.5pp | 551.28%+317.2pp |
| Employer contribution / active EE | $23,000 | $5,281+335.5% | $4,214+445.8% | $4,663+393.3% |
| Participant deferral / active EE | $17,250 | $8,710+98.0% | $7,027+145.5% | $6,691+157.8% |
| Admin fee / account holder | $2,698 | $9,663-72.1% | $6,716-59.8% | $13,402-79.9% |