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 | $406,626 | $160,028+154.1% | $147,080+176.5% | $145,884+178.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.11% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,160 | $5,286-59.1% | $4,933-56.2% | $4,662-53.7% |
| Participant deferral / active EE | $9,020 | $8,422+7.1% | $8,066+11.8% | $6,690+34.8% |
| Admin fee / account holder | $7,192 | $15,030-52.2% | $12,989-44.6% | $13,392-46.3% |