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 | $364,161 | $129,737+180.7% | $119,126+205.7% | $154,746+135.3% |
| Participation rate | 84.6% | 78.9%+5.8pp | 75.8%+8.9pp | 80.7%+3.9pp |
| Annual return | 11.97% | 379.08%-367.1pp | 282.11%-270.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $15,937 | $4,375+264.3% | $4,034+295.1% | $4,379+263.9% |
| Participant deferral / active EE | $9,437 | $5,842+61.5% | $5,318+77.5% | $6,730+40.2% |
| Admin fee / account holder | $1,418 | $11,961-88.1% | $10,693-86.7% | $14,365-90.1% |