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 | $305,739 | $157,296+94.4% | $141,191+116.5% | $152,897+100.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.84% | 64.34%-35.5pp | 71.41%-42.6pp | 345.43%-316.6pp |
| Employer contribution / active EE | $7,474 | $5,262+42.0% | $4,736+57.8% | $4,764+56.9% |
| Participant deferral / active EE | $12,740 | $7,111+79.2% | $6,710+89.9% | $5,851+117.7% |
| Admin fee / account holder | $309 | $12,125-97.5% | $10,264-97.0% | $11,599-97.3% |