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 | $375,682 | $210,698+78.3% | $178,014+111.0% | $145,959+157.4% |
| Participation rate | 81.3% | 80.8%+0.5pp | 77.1%+4.2pp | 80.3%+1.0pp |
| Annual return | 13.26% | 386.27%-373.0pp | 294.80%-281.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,688 | $4,567+2.6% | $3,950+18.7% | $4,661+0.6% |
| Participant deferral / active EE | $6,377 | $6,958-8.4% | $6,276+1.6% | $6,689-4.7% |
| Admin fee / account holder | $13,974 | $12,016+16.3% | $10,362+34.9% | $13,398+4.3% |