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 | $361,886 | $208,088+73.9% | $186,193+94.4% | $154,746+133.9% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.1%+8.6pp | 80.7%+5.0pp |
| Annual return | 20.44% | 89.97%-69.5pp | 78.03%-57.6pp | 172.34%-151.9pp |
| Employer contribution / active EE | $4,119 | $4,340-5.1% | $3,918+5.1% | $4,379-5.9% |
| Participant deferral / active EE | $10,292 | $7,078+45.4% | $6,513+58.0% | $6,730+52.9% |
| Admin fee / account holder | $1,925 | $11,698-83.5% | $11,058-82.6% | $14,365-86.6% |