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 | $260,835 | $217,432+20.0% | $185,851+40.3% | $167,553+55.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.07% | 148.43%-139.4pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $4,619 | $5,874-21.4% | $5,168-10.6% | $4,840-4.6% |
| Participant deferral / active EE | $8,678 | $6,357+36.5% | $5,569+55.8% | $6,343+36.8% |
| Admin fee / account holder | $16,692 | $19,820-15.8% | $16,245+2.8% | $12,316+35.5% |