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 | $268,908 | $138,072+94.8% | $123,549+117.7% | $135,382+98.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.85% | 153.69%-149.8pp | 119.20%-115.3pp | 519.77%-515.9pp |
| Employer contribution / active EE | $2,787 | $5,152-45.9% | $4,628-39.8% | $4,779-41.7% |
| Participant deferral / active EE | $12,779 | $6,799+87.9% | $6,426+98.9% | $5,609+127.8% |
| Admin fee / account holder | $9,740 | $10,917-10.8% | $9,284+4.9% | $10,829-10.1% |