Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $292,498 | $126,661+130.9% | $113,397+157.9% | $138,895+110.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.72% | 25.05%-9.3pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $17,861 | $3,456+416.8% | $2,977+499.9% | $4,194+325.8% |
| Participant deferral / active EE | $14,826 | $5,693+160.4% | $5,076+192.1% | $6,396+131.8% |
| Admin fee / account holder | $2,077 | $14,549-85.7% | $11,957-82.6% | $12,562-83.5% |