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 | $408,399 | $162,136+151.9% | $152,301+168.2% | $154,746+163.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 16.24% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,292 | $8,341+59.4% | $8,004+66.1% | $6,730+97.5% |
| Admin fee / account holder | $30,030 | $15,759+90.6% | $14,398+108.6% | $14,365+109.0% |