Filed April 29, 2025
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 | $481,157 | $166,268+189.4% | $165,100+191.4% | $145,897+229.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.86% | 100.52%-82.7pp | 70.21%-52.3pp | 552.29%-534.4pp |
| Employer contribution / active EE | $21,228 | $5,284+301.8% | $4,348+388.2% | $4,663+355.3% |
| Participant deferral / active EE | $17,474 | $6,964+150.9% | $6,035+189.5% | $6,689+161.2% |
| Admin fee / account holder | $1,933 | $16,659-88.4% | $12,696-84.8% | $13,390-85.6% |