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 | $269,157 | $176,120+52.8% | $159,487+68.8% | $167,553+60.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.70% | 331.95%-317.2pp | 263.71%-249.0pp | 478.89%-464.2pp |
| Employer contribution / active EE | $4,504 | $5,299-15.0% | $4,831-6.8% | $4,840-6.9% |
| Participant deferral / active EE | $10,024 | $7,752+29.3% | $7,354+36.3% | $6,343+58.0% |
| Admin fee / account holder | $2,713 | $12,561-78.4% | $10,804-74.9% | $12,316-78.0% |