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 | $380,858 | $183,516+107.5% | $155,534+144.9% | $145,884+161.1% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.35% | 61.43%-48.1pp | 64.92%-51.6pp | 551.85%-538.5pp |
| Employer contribution / active EE | $8,508 | $5,315+60.1% | $4,675+82.0% | $4,662+82.5% |
| Participant deferral / active EE | $5,922 | $6,467-8.4% | $5,630+5.2% | $6,690-11.5% |
| Admin fee / account holder | $5,425 | $19,293-71.9% | $15,900-65.9% | $13,392-59.5% |