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 | $295,513 | $217,432+35.9% | $185,849+59.0% | $167,536+76.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.21% | 148.42%-135.2pp | 122.10%-108.9pp | 478.82%-465.6pp |
| Employer contribution / active EE | $24,388 | $5,875+315.1% | $5,169+371.8% | $4,839+404.0% |
| Participant deferral / active EE | $15,879 | $6,357+149.8% | $5,569+185.1% | $6,342+150.4% |
| Admin fee / account holder | $3,815 | $19,818-80.7% | $16,244-76.5% | $12,315-69.0% |