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 | $734,829 | $172,111+327.0% | $150,298+388.9% | $137,256+435.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.46% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $12,996 | $4,636+180.3% | $4,154+212.8% | $4,156+212.7% |
| Participant deferral / active EE | $8,688 | $6,166+40.9% | $5,453+59.3% | $6,407+35.6% |
| Admin fee / account holder | $2,089 | $16,471-87.3% | $14,116-85.2% | $12,270-83.0% |