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 | $350,065 | $209,425+67.2% | $178,499+96.1% | $158,966+120.2% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 23.08% | 188.80%-165.7pp | 151.10%-128.0pp | 302.95%-279.9pp |
| Employer contribution / active EE | $15,739 | $5,707+175.8% | $5,011+214.1% | $4,762+230.5% |
| Participant deferral / active EE | $6,658 | $5,955+11.8% | $5,202+28.0% | $5,983+11.3% |
| Admin fee / account holder | $8,243 | $17,078-51.7% | $13,986-41.1% | $11,250-26.7% |