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 | $333,978 | $160,028+108.7% | $147,080+127.1% | $145,884+128.9% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 17.59% | 98.60%-81.0pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,473 | $5,286-53.2% | $4,933-49.9% | $4,662-47.0% |
| Participant deferral / active EE | $5,751 | $8,422-31.7% | $8,066-28.7% | $6,690-14.0% |
| Admin fee / account holder | $1,513 | $15,030-89.9% | $12,989-88.3% | $13,392-88.7% |