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 | $332,393 | $172,111+93.1% | $150,298+121.2% | $137,256+142.2% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 11.80% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $11,120 | $4,636+139.9% | $4,154+167.7% | $4,156+167.6% |
| Participant deferral / active EE | $6,814 | $6,166+10.5% | $5,453+25.0% | $6,407+6.3% |
| Admin fee / account holder | $5,306 | $16,471-67.8% | $14,116-62.4% | $12,270-56.8% |