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 | $319,802 | $209,428+52.7% | $178,498+79.2% | $158,950+101.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.34% | 188.78%-170.4pp | 151.09%-132.8pp | 302.91%-284.6pp |
| Employer contribution / active EE | $9,071 | $5,707+58.9% | $5,011+81.0% | $4,762+90.5% |
| Participant deferral / active EE | $8,317 | $5,955+39.7% | $5,202+59.9% | $5,983+39.0% |
| Admin fee / account holder | $4,003 | $17,077-76.6% | $13,985-71.4% | $11,248-64.4% |