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 | $252,443 | $157,296+60.5% | $141,191+78.8% | $152,897+65.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 19.37% | 64.34%-45.0pp | 71.41%-52.0pp | 345.43%-326.1pp |
| Employer contribution / active EE | $5,503 | $5,262+4.6% | $4,736+16.2% | $4,764+15.5% |
| Participant deferral / active EE | $11,247 | $7,111+58.2% | $6,710+67.6% | $5,851+92.2% |
| Admin fee / account holder | $12,121 | $12,1250% | $10,264+18.1% | $11,599+4.5% |