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 | $364,986 | $160,028+128.1% | $147,080+148.2% | $145,884+150.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.59% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,148 | $5,286-59.4% | $4,933-56.5% | $4,662-53.9% |
| Participant deferral / active EE | $15,938 | $8,422+89.2% | $8,066+97.6% | $6,690+138.3% |
| Admin fee / account holder | $1,735 | $15,030-88.5% | $12,989-86.6% | $13,392-87.0% |