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 | $287,823 | $198,457+45.0% | $170,435+68.9% | $147,586+95.0% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 15.28% | 257.30%-242.0pp | 205.94%-190.7pp | 578.59%-563.3pp |
| Employer contribution / active EE | $10,036 | $6,183+62.3% | $5,432+84.8% | $4,876+105.8% |
| Participant deferral / active EE | $5,326 | $5,629-5.4% | $4,939+7.8% | $5,439-2.1% |
| Admin fee / account holder | $2,339 | $16,852-86.1% | $13,881-83.1% | $10,886-78.5% |