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 | $310,950 | $275,752+12.8% | $256,809+21.1% | $198,609+56.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.43% | 34.81%-21.4pp | 32.73%-19.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $13,458 | $7,721+74.3% | $7,263+85.3% | $5,055+166.2% |
| Participant deferral / active EE | $12,768 | $10,037+27.2% | $9,520+34.1% | $6,977+83.0% |
| Admin fee / account holder | $1,960 | $25,716-92.4% | $25,146-92.2% | $19,030-89.7% |