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 | $317,394 | $183,988+72.5% | $162,177+95.7% | $152,897+107.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 22.37% | 150.79%-128.4pp | 115.60%-93.2pp | 345.43%-323.1pp |
| Employer contribution / active EE | $8,951 | $6,370+40.5% | $5,613+59.5% | $4,764+87.9% |
| Participant deferral / active EE | $8,865 | $8,032+10.4% | $7,297+21.5% | $5,851+51.5% |
| Admin fee / account holder | $3,576 | $13,123-72.8% | $10,843-67.0% | $11,599-69.2% |