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 | $298,095 | $183,539+62.4% | $155,556+91.6% | $145,897+104.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 12.35% | 61.31%-49.0pp | 64.84%-52.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $7,706 | $5,315+45.0% | $4,675+64.8% | $4,663+65.3% |
| Participant deferral / active EE | $7,619 | $6,467+17.8% | $5,631+35.3% | $6,689+13.9% |
| Admin fee / account holder | $2,028 | $19,275-89.5% | $15,885-87.2% | $13,390-84.9% |