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 | $288,708 | $201,370+43.4% | $184,256+56.7% | $145,897+97.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.48% | 29.05%-12.6pp | 28.85%-12.4pp | 552.29%-535.8pp |
| Employer contribution / active EE | $5,432 | $7,024-22.7% | $6,427-15.5% | $4,663+16.5% |
| Participant deferral / active EE | $16,406 | $9,808+67.3% | $9,133+79.6% | $6,689+145.3% |
| Admin fee / account holder | $1,226 | $16,364-92.5% | $13,899-91.2% | $13,390-90.8% |