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 | $353,018 | $217,427+62.4% | $185,837+90.0% | $167,518+110.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.69% | 148.39%-128.7pp | 122.08%-102.4pp | 478.71%-459.0pp |
| Employer contribution / active EE | $15,293 | $5,874+160.3% | $5,168+195.9% | $4,838+216.1% |
| Participant deferral / active EE | $17,056 | $6,357+168.3% | $5,568+206.3% | $6,342+168.9% |
| Admin fee / account holder | $5,559 | $19,816-71.9% | $16,241-65.8% | $12,312-54.9% |