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 | $317,886 | $160,070+98.6% | $147,117+116.1% | $145,897+117.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.21% | 98.69%-83.5pp | 420.54%-405.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,287 | $5,285-18.9% | $4,932-13.1% | $4,663-8.0% |
| Participant deferral / active EE | $5,764 | $8,419-31.5% | $8,065-28.5% | $6,689-13.8% |
| Admin fee / account holder | $1,028 | $15,035-93.2% | $12,993-92.1% | $13,390-92.3% |