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 | $279,643 | $160,070+74.7% | $147,117+90.1% | $145,897+91.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 20.01% | 98.69%-78.7pp | 420.54%-400.5pp | 552.29%-532.3pp |
| Employer contribution / active EE | $3,730 | $5,285-29.4% | $4,932-24.4% | $4,663-20.0% |
| Participant deferral / active EE | $7,682 | $8,419-8.8% | $8,065-4.7% | $6,689+14.8% |
| Admin fee / account holder | $11,602 | $15,035-22.8% | $12,993-10.7% | $13,390-13.4% |