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 | $263,290 | $159,934+64.6% | $147,005+79.1% | $145,959+80.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 34.75% | 98.24%-63.5pp | 418.76%-384.0pp | 561.95%-527.2pp |
| Employer contribution / active EE | $7,016 | $5,287+32.7% | $4,934+42.2% | $4,661+50.5% |
| Participant deferral / active EE | $10,848 | $8,427+28.7% | $8,070+34.4% | $6,689+62.2% |
| Admin fee / account holder | $8,209 | $15,053-45.5% | $13,006-36.9% | $13,398-38.7% |