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 | $269,769 | $165,399+63.1% | $149,745+80.2% | $158,982+69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.47% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.5pp |
| Employer contribution / active EE | $1,795 | $5,105-64.8% | $4,646-61.4% | $4,763-62.3% |
| Participant deferral / active EE | $4,849 | $7,183-32.5% | $6,843-29.1% | $5,983-19.0% |
| Admin fee / account holder | $2,877 | $10,811-73.4% | $9,312-69.1% | $11,252-74.4% |