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 | $427,453 | $217,432+96.6% | $185,851+130.0% | $167,553+155.1% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 9.00% | 148.43%-139.4pp | 122.11%-113.1pp | 478.89%-469.9pp |
| Employer contribution / active EE | $7,934 | $5,874+35.1% | $5,168+53.5% | $4,840+63.9% |
| Participant deferral / active EE | $7,696 | $6,357+21.1% | $5,569+38.2% | $6,343+21.3% |
| Admin fee / account holder | $3,129 | $19,820-84.2% | $16,245-80.7% | $12,316-74.6% |