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 | $268,789 | $198,457+35.4% | $170,435+57.7% | $147,586+82.1% |
| Participation rate | 90.9% | 88.0%+2.9pp | 83.6%+7.3pp | 82.8%+8.1pp |
| Annual return | 13.95% | 257.30%-243.4pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $7,467 | $6,183+20.8% | $5,432+37.4% | $4,876+53.1% |
| Participant deferral / active EE | $5,684 | $5,629+1.0% | $4,939+15.1% | $5,439+4.5% |
| Admin fee / account holder | $769 | $16,852-95.4% | $13,881-94.5% | $10,886-92.9% |