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 | $379,713 | $108,942+248.5% | $100,415+278.1% | $145,897+160.3% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 15.51% | 58.27%-42.8pp | 49.47%-34.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $13,608 | $4,422+207.7% | $3,943+245.1% | $4,663+191.9% |
| Participant deferral / active EE | $13,341 | $8,461+57.7% | $8,091+64.9% | $6,689+99.4% |
| Admin fee / account holder | $27,501 | $9,702+183.5% | $7,906+247.9% | $13,390+105.4% |