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 | $2,869,469 | $127,387+2152.6% | $115,038+2394.4% | $125,389+2188.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.07% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $11,393 | $5,166+120.5% | $4,608+147.3% | $4,866+134.1% |
| Participant deferral / active EE | $3,000 | $6,423-53.3% | $6,026-50.2% | $5,352-43.9% |
| Admin fee / account holder | $40,000 | $9,516+320.3% | $8,175+389.3% | $9,541+319.3% |