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 | $317,846 | $165,399+92.2% | $149,745+112.3% | $158,982+99.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $19,098 | $5,105+274.1% | $4,646+311.1% | $4,763+301.0% |
| Participant deferral / active EE | $19,083 | $7,183+165.7% | $6,843+178.9% | $5,983+218.9% |
| Admin fee / account holder | $3,475 | $10,811-67.9% | $9,312-62.7% | $11,252-69.1% |