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 | $341,386 | $156,398+118.3% | $147,318+131.7% | $138,895+145.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.22% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $5,193 | $4,853+7.0% | $4,593+13.1% | $4,194+23.8% |
| Participant deferral / active EE | $18,085 | $8,237+119.6% | $7,906+128.7% | $6,396+182.8% |
| Admin fee / account holder | $1,081 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |