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 | $335,929 | $176,120+90.7% | $159,487+110.6% | $167,553+100.5% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.80% | 331.95%-314.1pp | 263.71%-245.9pp | 478.89%-461.1pp |
| Employer contribution / active EE | $6,174 | $5,299+16.5% | $4,831+27.8% | $4,840+27.6% |
| Participant deferral / active EE | $17,906 | $7,752+131.0% | $7,354+143.5% | $6,343+182.3% |
| Admin fee / account holder | $1,009 | $12,561-92.0% | $10,804-90.7% | $12,316-91.8% |