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 | $283,551 | $202,345+40.1% | $172,755+64.1% | $152,885+85.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.87% | 1029.77%-1011.9pp | 802.94%-785.1pp | 345.39%-327.5pp |
| Employer contribution / active EE | $10,942 | $5,858+86.8% | $5,144+112.7% | $4,763+129.7% |
| Participant deferral / active EE | $6,436 | $5,948+8.2% | $5,198+23.8% | $5,851+10.0% |
| Admin fee / account holder | $2,397 | $17,111-86.0% | $13,955-82.8% | $11,598-79.3% |