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 | $261,222 | $115,225+126.7% | $100,712+159.4% | $138,895+88.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.70% | 40.35%-28.7pp | 33.27%-21.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $9,236 | $2,771+233.3% | $2,313+299.3% | $4,194+120.2% |
| Participant deferral / active EE | $22,246 | $4,699+373.4% | $4,085+444.6% | $6,396+247.8% |
| Admin fee / account holder | $10,647 | $10,844-1.8% | $9,256+15.0% | $12,562-15.2% |