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 | $325,471 | $184,000+76.9% | $162,185+100.7% | $152,909+112.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.32% | 150.80%-123.5pp | 115.61%-88.3pp | 345.46%-318.1pp |
| Employer contribution / active EE | $2,485 | $6,370-61.0% | $5,613-55.7% | $4,764-47.8% |
| Participant deferral / active EE | $3,703 | $8,033-53.9% | $7,297-49.3% | $5,851-36.7% |
| Admin fee / account holder | $10,079 | $13,124-23.2% | $10,844-7.1% | $11,601-13.1% |