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 | $261,754 | $172,111+52.1% | $150,298+74.2% | $137,256+90.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $7,917 | $4,636+70.8% | $4,154+90.6% | $4,156+90.5% |
| Participant deferral / active EE | $8,053 | $6,166+30.6% | $5,453+47.7% | $6,407+25.7% |
| Admin fee / account holder | $21,399 | $16,471+29.9% | $14,116+51.6% | $12,270+74.4% |