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 | $254,919 | $115,814+120.1% | $101,275+151.7% | $158,982+60.3% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 16.30% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $9,479 | $4,176+127.0% | $3,660+159.0% | $4,763+99.0% |
| Participant deferral / active EE | $7,245 | $4,958+46.1% | $4,371+65.8% | $5,983+21.1% |
| Admin fee / account holder | $6,476 | $7,249-10.7% | $5,948+8.9% | $11,252-42.4% |