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 | $390,551 | $228,317+71.1% | $185,808+110.2% | $158,931+145.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.17% | 40.81%-15.6pp | 35.95%-10.8pp | 302.86%-277.7pp |
| Employer contribution / active EE | $2,171 | $4,964-56.3% | $4,086-46.9% | $4,761-54.4% |
| Participant deferral / active EE | $18,500 | $6,415+188.4% | $5,632+228.5% | $5,982+209.2% |
| Admin fee / account holder | $4,365 | $11,865-63.2% | $9,501-54.1% | $11,247-61.2% |