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 | $262,774 | $202,342+29.9% | $172,752+52.1% | $152,897+71.9% |
| Participation rate | 95.8% | 87.1%+8.8pp | 82.6%+13.2pp | 82.5%+13.4pp |
| Annual return | 20.66% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $9,232 | $5,858+57.6% | $5,144+79.5% | $4,764+93.8% |
| Participant deferral / active EE | $5,673 | $5,948-4.6% | $5,198+9.1% | $5,851-3.0% |
| Admin fee / account holder | $4,567 | $17,111-73.3% | $13,955-67.3% | $11,599-60.6% |