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 | $301,319 | $111,814+169.5% | $93,654+221.7% | $145,959+106.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 42.96% | 203.30%-160.3pp | 133.34%-90.4pp | 561.95%-519.0pp |
| Employer contribution / active EE | $1,176 | $3,092-62.0% | $2,421-51.4% | $4,661-74.8% |
| Participant deferral / active EE | $6,281 | $4,914+27.8% | $4,413+42.3% | $6,689-6.1% |
| Admin fee / account holder | $2,268 | $10,246-77.9% | $8,282-72.6% | $13,398-83.1% |