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 | $252,795 | $100,911+150.5% | $90,440+179.5% | $158,966+59.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 28.29% | 1726.62%-1698.3pp | 1294.38%-1266.1pp | 302.95%-274.7pp |
| Employer contribution / active EE | $2,201 | $3,690-40.4% | $3,263-32.5% | $4,762-53.8% |
| Participant deferral / active EE | $7,201 | $4,348+65.6% | $3,964+81.7% | $5,983+20.4% |
| Admin fee / account holder | $347 | $6,507-94.7% | $5,615-93.8% | $11,250-96.9% |