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 | $353,069 | $198,462+77.9% | $170,439+107.2% | $147,585+139.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 35.93% | 257.30%-221.4pp | 205.94%-170.0pp | 578.58%-542.7pp |
| Employer contribution / active EE | $8,123 | $6,184+31.4% | $5,433+49.5% | $4,876+66.6% |
| Participant deferral / active EE | $13,535 | $5,629+140.4% | $4,939+174.0% | $5,439+148.9% |
| Admin fee / account holder | $3,647 | $16,852-78.4% | $13,881-73.7% | $10,886-66.5% |