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 | $278,871 | $106,008+163.1% | $92,240+202.3% | $147,586+89.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 20.85% | 50.05%-29.2pp | 176.29%-155.4pp | 578.59%-557.7pp |
| Employer contribution / active EE | $6,272 | $4,333+44.7% | $3,680+70.5% | $4,876+28.6% |
| Participant deferral / active EE | $4,839 | $4,478+8.1% | $3,897+24.2% | $5,439-11.0% |
| Admin fee / account holder | $13,624 | $6,333+115.1% | $5,194+162.3% | $10,886+25.2% |