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 | $321,428 | $160,028+100.9% | $147,080+118.5% | $145,884+120.3% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 16.35% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,837 | $5,286-8.5% | $4,933-1.9% | $4,662+3.8% |
| Participant deferral / active EE | $13,001 | $8,422+54.4% | $8,066+61.2% | $6,690+94.3% |
| Admin fee / account holder | $9,889 | $15,030-34.2% | $12,989-23.9% | $13,392-26.2% |