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 | $449,744 | $183,539+145.0% | $155,556+189.1% | $145,897+208.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.49% | 61.31%-42.8pp | 64.84%-46.3pp | 552.29%-533.8pp |
| Employer contribution / active EE | $8,260 | $5,315+55.4% | $4,675+76.7% | $4,663+77.2% |
| Participant deferral / active EE | $11,268 | $6,467+74.2% | $5,631+100.1% | $6,689+68.5% |
| Admin fee / account holder | $11,284 | $19,275-41.5% | $15,885-29.0% | $13,390-15.7% |