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 | $351,144 | $175,231+100.4% | $149,696+134.6% | $139,466+151.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 21.33% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,806 | $5,478-48.8% | $4,821-41.8% | $4,754-41.0% |
| Participant deferral / active EE | $9,400 | $6,521+44.1% | $5,682+65.4% | $6,712+40.0% |
| Admin fee / account holder | $3,137 | $16,155-80.6% | $13,212-76.3% | $11,409-72.5% |