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 | $275,786 | $183,988+49.9% | $162,177+70.1% | $152,897+80.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.34% | 150.79%-123.5pp | 115.60%-88.3pp | 345.43%-318.1pp |
| Employer contribution / active EE | $13,235 | $6,370+107.8% | $5,613+135.8% | $4,764+177.8% |
| Participant deferral / active EE | $10,490 | $8,032+30.6% | $7,297+43.8% | $5,851+79.3% |
| Admin fee / account holder | $427 | $13,123-96.7% | $10,843-96.1% | $11,599-96.3% |