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 | $302,953 | $175,259+72.9% | $149,723+102.3% | $139,487+117.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.53% | 166.82%-150.3pp | 134.50%-118.0pp | 373.84%-357.3pp |
| Employer contribution / active EE | $11,100 | $5,478+102.6% | $4,821+130.2% | $4,755+133.5% |
| Participant deferral / active EE | $6,740 | $6,522+3.3% | $5,682+18.6% | $6,713+0.4% |
| Admin fee / account holder | $2,002 | $16,158-87.6% | $13,215-84.8% | $11,407-82.4% |