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 | $258,905 | $102,393+152.9% | $147,041+76.1% | $80,911+220.0% |
| Participation rate | 78.8% | 75.9%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.02% | 134.95%-120.9pp | 419.21%-405.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,630 | $6,647+14.8% | $8,071-5.5% | $4,297+77.6% |
| Admin fee / account holder | $6,259 | $7,943-21.2% | $13,006-51.9% | $6,935-9.7% |