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 | $323,505 | $169,336+91.0% | $129,384+150.0% | $145,884+121.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.61% | 14408.70%-14393.1pp | 9461.77%-9446.2pp | 551.85%-536.2pp |
| Employer contribution / active EE | $3,325 | $5,540-40.0% | $4,153-19.9% | $4,662-28.7% |
| Participant deferral / active EE | $10,956 | $4,985+119.8% | $4,166+163.0% | $6,690+63.8% |
| Admin fee / account holder | $4,052 | $9,912-59.1% | $7,686-47.3% | $13,392-69.7% |