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 | $304,620 | $176,120+73.0% | $159,487+91.0% | $167,553+81.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.12% | 331.95%-320.8pp | 263.71%-252.6pp | 478.89%-467.8pp |
| Employer contribution / active EE | $13,106 | $5,299+147.3% | $4,831+171.3% | $4,840+170.8% |
| Participant deferral / active EE | $21,620 | $7,752+178.9% | $7,354+194.0% | $6,343+240.9% |
| Admin fee / account holder | $311 | $12,561-97.5% | $10,804-97.1% | $12,316-97.5% |