Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $299,708 | $183,988+62.9% | $162,177+84.8% | $152,897+96.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.75% | 150.79%-126.0pp | 115.60%-90.9pp | 345.43%-320.7pp |
| Employer contribution / active EE | $29,477 | $6,370+362.8% | $5,613+425.2% | $4,764+518.8% |
| Participant deferral / active EE | $19,504 | $8,032+142.8% | $7,297+167.3% | $5,851+233.3% |
| Admin fee / account holder | $15,114 | $13,123+15.2% | $10,843+39.4% | $11,599+30.3% |