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 | $438,745 | $160,028+174.2% | $147,080+198.3% | $145,884+200.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.47% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $19,525 | $5,286+269.4% | $4,933+295.8% | $4,662+318.8% |
| Participant deferral / active EE | $19,525 | $8,422+131.8% | $8,066+142.1% | $6,690+191.9% |
| Admin fee / account holder | $1,405 | $15,030-90.7% | $12,989-89.2% | $13,392-89.5% |