Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $306,866 | $124,425+146.6% | $112,040+173.9% | $137,256+123.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.19% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $9,692 | $3,411+184.1% | $2,954+228.1% | $4,156+133.2% |
| Participant deferral / active EE | $20,667 | $5,718+261.4% | $5,098+305.4% | $6,407+222.6% |
| Admin fee / account holder | $1,338 | $15,207-91.2% | $12,098-88.9% | $12,270-89.1% |