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 | $344,655 | $175,259+96.7% | $149,723+130.2% | $139,487+147.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 166.82%-145.6pp | 134.50%-113.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $8,033 | $5,478+46.6% | $4,821+66.6% | $4,755+69.0% |
| Participant deferral / active EE | $8,073 | $6,522+23.8% | $5,682+42.1% | $6,713+20.3% |
| Admin fee / account holder | $7,569 | $16,158-53.2% | $13,215-42.7% | $11,407-33.6% |