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 | $402,155 | $176,105+128.4% | $159,474+152.2% | $167,536+140.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.15% | 331.91%-311.8pp | 263.68%-243.5pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,846 | $5,299-65.2% | $4,831-61.8% | $4,839-61.9% |
| Participant deferral / active EE | $7,980 | $7,751+2.9% | $7,353+8.5% | $6,342+25.8% |
| Admin fee / account holder | $2,321 | $12,559-81.5% | $10,802-78.5% | $12,315-81.2% |