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 | $328,617 | $160,028+105.3% | $147,080+123.4% | $145,884+125.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 23.68% | 98.60%-74.9pp | 420.17%-396.5pp | 551.85%-528.2pp |
| Employer contribution / active EE | $7,171 | $5,286+35.7% | $4,933+45.4% | $4,662+53.8% |
| Participant deferral / active EE | $5,030 | $8,422-40.3% | $8,066-37.6% | $6,690-24.8% |
| Admin fee / account holder | $7,065 | $15,030-53.0% | $12,989-45.6% | $13,392-47.2% |