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 | $338,884 | $160,028+111.8% | $147,080+130.4% | $145,884+132.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.00% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $4,727 | $5,286-10.6% | $4,933-4.2% | $4,662+1.4% |
| Participant deferral / active EE | $18,651 | $8,422+121.5% | $8,066+131.2% | $6,690+178.8% |
| Admin fee / account holder | $68,348 | $15,030+354.7% | $12,989+426.2% | $13,392+410.4% |