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 | $334,927 | $135,645+146.9% | $110,243+203.8% | $135,380+147.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.19% | 513.24%-504.1pp | 314.76%-305.6pp | 519.81%-510.6pp |
| Employer contribution / active EE | $1,842 | $4,907-62.5% | $3,827-51.9% | $4,779-61.5% |
| Participant deferral / active EE | $11,215 | $5,507+103.6% | $4,672+140.0% | $5,609+99.9% |
| Admin fee / account holder | $10,512 | $11,458-8.3% | $8,548+23.0% | $10,828-2.9% |