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 | $288,480 | $227,291+26.9% | $214,702+34.4% | $155,188+85.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 8.95% | 60.08%-51.1pp | 54.55%-45.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $4,929 | $6,772-27.2% | $6,461-23.7% | $4,248+16.0% |
| Participant deferral / active EE | $13,071 | $9,582+36.4% | $9,147+42.9% | $6,531+100.1% |
| Admin fee / account holder | $17,247 | $20,413-15.5% | $19,830-13.0% | $14,480+19.1% |