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 | $317,450 | $111,535+184.6% | $105,223+201.7% | $137,256+131.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.0%+13.2pp | 80.0%+8.3pp |
| Annual return | 29.66% | 237.85%-208.2pp | 180.65%-151.0pp | 220.34%-190.7pp |
| Employer contribution / active EE | $12,157 | $3,939+208.6% | $3,689+229.6% | $4,156+192.5% |
| Participant deferral / active EE | $6,760 | $5,500+22.9% | $5,072+33.3% | $6,407+5.5% |
| Admin fee / account holder | $13,673 | $9,721+40.6% | $8,859+54.3% | $12,270+11.4% |