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 | $295,886 | $98,766+199.6% | $149,730+97.6% | $79,852+270.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 12.77% | 27.43%-14.7pp | 276.70%-263.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $7,935 | $3,217+146.7% | $4,645+70.8% | $2,471+221.1% |
| Participant deferral / active EE | $10,409 | $5,681+83.2% | $6,843+52.1% | $3,740+178.3% |
| Admin fee / account holder | $9,290 | $6,052+53.5% | $9,310-0.2% | $5,306+75.1% |