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 | $327,685 | $223,823+46.4% | $211,142+55.2% | $154,746+111.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.44% | 50.39%-29.0pp | 46.84%-25.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,147 | $6,787-68.4% | $6,442-66.7% | $4,379-51.0% |
| Participant deferral / active EE | $10,399 | $9,750+6.6% | $9,284+12.0% | $6,730+54.5% |
| Admin fee / account holder | $5,732 | $19,707-70.9% | $19,076-70.0% | $14,365-60.1% |