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 | $250,799 | $176,120+42.4% | $159,487+57.3% | $167,553+49.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.94% | 331.95%-316.0pp | 263.71%-247.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $11,100 | $5,299+109.5% | $4,831+129.7% | $4,840+129.3% |
| Participant deferral / active EE | $14,307 | $7,752+84.6% | $7,354+94.6% | $6,343+125.6% |
| Admin fee / account holder | $3,480 | $12,561-72.3% | $10,804-67.8% | $12,316-71.7% |