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 | $346,636 | $217,432+59.4% | $185,849+86.5% | $167,536+106.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.41% | 148.42%-132.0pp | 122.10%-105.7pp | 478.82%-462.4pp |
| Employer contribution / active EE | $13,453 | $5,875+129.0% | $5,169+160.3% | $4,839+178.0% |
| Participant deferral / active EE | $13,466 | $6,357+111.8% | $5,569+141.8% | $6,342+112.3% |
| Admin fee / account holder | $40,564 | $19,818+104.7% | $16,244+149.7% | $12,315+229.4% |