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 | $295,116 | $217,427+35.7% | $185,837+58.8% | $167,518+76.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.21% | 148.39%-133.2pp | 122.08%-106.9pp | 478.71%-463.5pp |
| Employer contribution / active EE | $8,582 | $5,874+46.1% | $5,168+66.1% | $4,838+77.4% |
| Participant deferral / active EE | $7,998 | $6,357+25.8% | $5,568+43.6% | $6,342+26.1% |
| Admin fee / account holder | $1,847 | $19,816-90.7% | $16,241-88.6% | $12,312-85.0% |