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 | $495,905 | $106,588+365.3% | $94,215+426.4% | $155,188+219.6% |
| Participation rate | 90.0% | 74.3%+15.7pp | 70.0%+20.0pp | 80.8%+9.2pp |
| Annual return | 19.07% | 29.39%-10.3pp | 28.22%-9.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $16,740 | $3,080+443.6% | $2,675+525.8% | $4,248+294.1% |
| Participant deferral / active EE | $9,989 | $4,802+108.0% | $4,276+133.6% | $6,531+52.9% |
| Admin fee / account holder | $5,259 | $12,281-57.2% | $10,216-48.5% | $14,480-63.7% |