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 | $287,438 | $132,634+116.7% | $115,768+148.3% | $137,256+109.4% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.4%+6.9pp | 80.0%+1.3pp |
| Annual return | 10.56% | 160.70%-150.1pp | 100.46%-89.9pp | 220.34%-209.8pp |
| Employer contribution / active EE | $5,953 | $3,360+77.2% | $2,940+102.5% | $4,156+43.2% |
| Participant deferral / active EE | $11,816 | $5,619+110.3% | $4,917+140.3% | $6,407+84.4% |
| Admin fee / account holder | $100,506 | $15,028+568.8% | $12,439+708.0% | $12,270+719.1% |