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 | $416,451 | $183,592+126.8% | $155,574+167.7% | $145,877+185.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 10.86% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,437 | $5,317-54.2% | $4,676-47.9% | $4,663-47.7% |
| Participant deferral / active EE | $11,903 | $6,466+84.1% | $5,629+111.4% | $6,691+77.9% |
| Admin fee / account holder | $5,992 | $19,316-69.0% | $15,914-62.3% | $13,402-55.3% |