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 | $255,321 | $175,257+45.7% | $149,717+70.5% | $139,456+83.1% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 15.72% | 166.70%-151.0pp | 134.41%-118.7pp | 373.45%-357.7pp |
| Employer contribution / active EE | $11,358 | $5,477+107.4% | $4,820+135.7% | $4,753+139.0% |
| Participant deferral / active EE | $11,784 | $6,521+80.7% | $5,682+107.4% | $6,711+75.6% |
| Admin fee / account holder | $5,657 | $16,156-65.0% | $13,213-57.2% | $11,407-50.4% |