Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $394,953 | $90,691+335.5% | $76,119+418.9% | $145,884+170.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 14.07% | 624.52%-610.4pp | 361.25%-347.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,850 | $3,329-44.4% | $2,693-31.3% | $4,662-60.3% |
| Participant deferral / active EE | $5,605 | $5,167+8.5% | $4,259+31.6% | $6,690-16.2% |
| Admin fee / account holder | $2,383 | $8,383-71.6% | $6,421-62.9% | $13,392-82.2% |