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 | $336,986 | $198,462+69.8% | $170,439+97.7% | $147,585+128.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 28.85% | 257.30%-228.5pp | 205.94%-177.1pp | 578.58%-549.7pp |
| Employer contribution / active EE | $5,199 | $6,184-15.9% | $5,433-4.3% | $4,876+6.6% |
| Participant deferral / active EE | $6,550 | $5,629+16.3% | $4,939+32.6% | $5,439+20.4% |
| Admin fee / account holder | $3,155 | $16,852-81.3% | $13,881-77.3% | $10,886-71.0% |