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 | $267,566 | $96,678+176.8% | $86,640+208.8% | $139,466+91.9% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 28.37% | 106.69%-78.3pp | 592.52%-564.2pp | 373.66%-345.3pp |
| Employer contribution / active EE | $736 | $3,265-77.5% | $3,024-75.7% | $4,754-84.5% |
| Participant deferral / active EE | $5,916 | $4,837+22.3% | $4,438+33.3% | $6,712-11.9% |
| Admin fee / account holder | $1,763 | $6,410-72.5% | $5,616-68.6% | $11,409-84.5% |