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 | $305,760 | $183,592+66.5% | $155,574+96.5% | $145,877+109.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.16% | 61.37%-52.2pp | 64.87%-55.7pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,344 | $5,317-55.9% | $4,676-49.9% | $4,663-49.7% |
| Participant deferral / active EE | $3,582 | $6,466-44.6% | $5,629-36.4% | $6,691-46.5% |
| Admin fee / account holder | $17,699 | $19,316-8.4% | $15,914+11.2% | $13,402+32.1% |