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 | $311,870 | $118,708+162.7% | $98,920+215.3% | $158,982+96.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 14.93% | 372.49%-357.6pp | 196.47%-181.5pp | 302.99%-288.1pp |
| Employer contribution / active EE | $11,318 | $3,334+239.5% | $2,689+320.9% | $4,763+137.6% |
| Participant deferral / active EE | $7,413 | $5,089+45.7% | $4,245+74.6% | $5,983+23.9% |
| Admin fee / account holder | $2,380 | $10,134-76.5% | $6,643-64.2% | $11,252-78.8% |