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 | $257,473 | $169,356+52.0% | $129,406+99.0% | $145,897+76.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.76% | 14418.62%-14407.9pp | 9468.18%-9457.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,072 | $5,542-62.6% | $4,155-50.1% | $4,663-55.6% |
| Participant deferral / active EE | $5,410 | $4,987+8.5% | $4,167+29.8% | $6,689-19.1% |
| Admin fee / account holder | $1,580 | $9,915-84.1% | $7,689-79.4% | $13,390-88.2% |