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 | $310,333 | $183,988+68.7% | $162,177+91.4% | $152,897+103.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.55% | 150.79%-127.2pp | 115.60%-92.1pp | 345.43%-321.9pp |
| Employer contribution / active EE | $5,904 | $6,370-7.3% | $5,613+5.2% | $4,764+23.9% |
| Participant deferral / active EE | $13,155 | $8,032+63.8% | $7,297+80.3% | $5,851+124.8% |
| Admin fee / account holder | $420 | $13,123-96.8% | $10,843-96.1% | $11,599-96.4% |