Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $259,611 | $183,539+41.4% | $155,556+66.9% | $145,897+77.9% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 16.49% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,676 | $5,315+6.8% | $4,675+21.4% | $4,663+21.7% |
| Participant deferral / active EE | $7,270 | $6,467+12.4% | $5,631+29.1% | $6,689+8.7% |
| Admin fee / account holder | $16,712 | $19,275-13.3% | $15,885+5.2% | $13,390+24.8% |