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 | $399,370 | $183,539+117.6% | $155,556+156.7% | $145,897+173.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.47% | 61.31%-51.8pp | 64.84%-55.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $11,576 | $5,315+117.8% | $4,675+147.6% | $4,663+148.3% |
| Participant deferral / active EE | $12,444 | $6,467+92.4% | $5,631+121.0% | $6,689+86.0% |
| Admin fee / account holder | $7,648 | $19,275-60.3% | $15,885-51.9% | $13,390-42.9% |