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 | $289,789 | $202,342+43.2% | $172,753+67.7% | $152,909+89.5% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 24.39% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.1pp |
| Employer contribution / active EE | $2,057 | $5,857-64.9% | $5,144-60.0% | $4,764-56.8% |
| Participant deferral / active EE | $8,929 | $5,948+50.1% | $5,198+71.8% | $5,851+52.6% |
| Admin fee / account holder | $4,560 | $17,112-73.3% | $13,956-67.3% | $11,601-60.7% |