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 | $310,807 | $138,075+125.1% | $123,552+151.6% | $135,379+129.6% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | 11.21% | 153.70%-142.5pp | 119.20%-108.0pp | 519.79%-508.6pp |
| Employer contribution / active EE | $1,935 | $5,152-62.4% | $4,628-58.2% | $4,779-59.5% |
| Participant deferral / active EE | $5,973 | $6,800-12.2% | $6,426-7.0% | $5,609+6.5% |
| Admin fee / account holder | $4,879 | $10,917-55.3% | $9,285-47.5% | $10,828-54.9% |