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 | $431,844 | $111,535+287.2% | $105,223+310.4% | $137,256+214.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 14.63% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,248 | $3,939-68.3% | $3,689-66.2% | $4,156-70.0% |
| Participant deferral / active EE | $8,586 | $5,500+56.1% | $5,072+69.3% | $6,407+34.0% |
| Admin fee / account holder | $19,994 | $9,721+105.7% | $8,859+125.7% | $12,270+62.9% |