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 | $308,836 | $175,257+76.2% | $149,717+106.3% | $139,456+121.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.06% | 166.70%-155.6pp | 134.41%-123.3pp | 373.45%-362.4pp |
| Employer contribution / active EE | $11,662 | $5,477+112.9% | $4,820+142.0% | $4,753+145.4% |
| Participant deferral / active EE | $17,500 | $6,521+168.4% | $5,682+208.0% | $6,711+160.8% |
| Admin fee / account holder | $13,925 | $16,156-13.8% | $13,213+5.4% | $11,407+22.1% |