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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 | $285,481 | $148,558+92.2% | $135,925+110.0% | $139,427+104.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 82.29% | 79.22%+3.1pp | 68.25%+14.0pp | 373.27%-291.0pp |
| Employer contribution / active EE | $11,962 | $5,244+128.1% | $4,857+146.3% | $4,752+151.7% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,665 | $12,401-70.4% | $10,764-65.9% | $11,404-67.9% |