Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $393,751 | $201,264+95.6% | $184,185+113.8% | $145,978+169.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.13% | 29.00%-13.9pp | 28.81%-13.7pp | 550.52%-535.4pp |
| Employer contribution / active EE | $11,295 | $7,021+60.9% | $6,426+75.8% | $4,662+142.3% |
| Participant deferral / active EE | $25,051 | $9,806+155.5% | $9,132+174.3% | $6,690+274.5% |
| Admin fee / account holder | $2,663 | $16,376-83.7% | $13,909-80.9% | $13,400-80.1% |