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 | $254,035 | $176,120+44.2% | $159,487+59.3% | $167,553+51.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.52% | 331.95%-321.4pp | 263.71%-253.2pp | 478.89%-468.4pp |
| Employer contribution / active EE | $3,866 | $5,299-27.0% | $4,831-20.0% | $4,840-20.1% |
| Participant deferral / active EE | $8,817 | $7,752+13.7% | $7,354+19.9% | $6,343+39.0% |
| Admin fee / account holder | $6,120 | $12,561-51.3% | $10,804-43.3% | $12,316-50.3% |