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 | $297,339 | $183,592+62.0% | $155,574+91.1% | $145,877+103.8% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 35.15% | 61.37%-26.2pp | 64.87%-29.7pp | 551.28%-516.1pp |
| Employer contribution / active EE | $7,976 | $5,317+50.0% | $4,676+70.6% | $4,663+71.0% |
| Participant deferral / active EE | $5,545 | $6,466-14.2% | $5,629-1.5% | $6,691-17.1% |
| Admin fee / account holder | $4,312 | $19,316-77.7% | $15,914-72.9% | $13,402-67.8% |