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 | $379,908 | $183,592+106.9% | $155,574+144.2% | $145,877+160.4% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 16.02% | 61.37%-45.4pp | 64.87%-48.9pp | 551.28%-535.3pp |
| Employer contribution / active EE | $7,362 | $5,317+38.5% | $4,676+57.5% | $4,663+57.9% |
| Participant deferral / active EE | $9,759 | $6,466+50.9% | $5,629+73.4% | $6,691+45.9% |
| Admin fee / account holder | $496 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |