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 | $250,606 | $125,237+100.1% | $105,608+137.3% | $145,877+71.8% |
| Participation rate | 93.8% | 77.7%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 17.37% | 225.76%-208.4pp | 116.50%-99.1pp | 551.28%-533.9pp |
| Employer contribution / active EE | $10,780 | $3,720+189.8% | $3,167+240.4% | $4,663+131.2% |
| Participant deferral / active EE | $7,403 | $5,711+29.6% | $5,010+47.8% | $6,691+10.7% |
| Admin fee / account holder | $6,824 | $17,287-60.5% | $11,028-38.1% | $13,402-49.1% |