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 | $295,864 | $107,363+175.6% | $92,909+218.4% | $152,897+93.5% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 27.42% | 145.63%-118.2pp | 109.44%-82.0pp | 345.43%-318.0pp |
| Employer contribution / active EE | $9,519 | $4,222+125.5% | $3,653+160.6% | $4,764+99.8% |
| Participant deferral / active EE | $10,146 | $4,848+109.3% | $4,238+139.4% | $5,851+73.4% |
| Admin fee / account holder | $18,701 | $7,082+164.1% | $5,795+222.7% | $11,599+61.2% |