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 | $335,621 | $198,457+69.1% | $170,435+96.9% | $147,586+127.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.62% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $2,145 | $6,183-65.3% | $5,432-60.5% | $4,876-56.0% |
| Participant deferral / active EE | $7,971 | $5,629+41.6% | $4,939+61.4% | $5,439+46.6% |
| Admin fee / account holder | $10,472 | $16,852-37.9% | $13,881-24.6% | $10,886-3.8% |