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 | $253,821 | $217,427+16.7% | $185,837+36.6% | $167,518+51.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.09% | 148.39%-136.3pp | 122.08%-110.0pp | 478.71%-466.6pp |
| Employer contribution / active EE | $3,094 | $5,874-47.3% | $5,168-40.1% | $4,838-36.1% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,568+75.1% | $6,342+53.7% |
| Admin fee / account holder | $32,248 | $19,816+62.7% | $16,241+98.6% | $12,312+161.9% |