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 | $332,649 | $106,280+213.0% | $96,538+244.6% | $139,487+138.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.66% | 38.48%-22.8pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $7,000 | $4,107+70.4% | $3,740+87.2% | $4,755+47.2% |
| Participant deferral / active EE | $7,000 | $5,457+28.3% | $4,880+43.4% | $6,713+4.3% |
| Admin fee / account holder | $1,801 | $7,888-77.2% | $6,737-73.3% | $11,407-84.2% |