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 | $256,822 | $198,461+29.4% | $170,436+50.7% | $147,585+74.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.94% | 257.30%-242.4pp | 205.94%-191.0pp | 578.57%-563.6pp |
| Employer contribution / active EE | $3,241 | $6,184-47.6% | $5,433-40.4% | $4,876-33.5% |
| Participant deferral / active EE | $5,913 | $5,629+5.0% | $4,939+19.7% | $5,439+8.7% |
| Admin fee / account holder | $2,360 | $16,852-86.0% | $13,880-83.0% | $10,885-78.3% |