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 | $302,694 | $160,040+89.1% | $147,096+105.8% | $145,877+107.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 19.23% | 98.49%-79.3pp | 419.75%-400.5pp | 551.28%-532.1pp |
| Employer contribution / active EE | $4,684 | $5,289-11.4% | $4,936-5.1% | $4,663+0.5% |
| Participant deferral / active EE | $10,815 | $8,429+28.3% | $8,071+34.0% | $6,691+61.6% |
| Admin fee / account holder | $591 | $15,050-96.1% | $13,005-95.5% | $13,402-95.6% |