Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $347,796 | $115,225+201.8% | $100,712+245.3% | $138,895+150.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 11.55% | 40.35%-28.8pp | 33.27%-21.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,200 | $2,771-56.7% | $2,313-48.1% | $4,194-71.4% |
| Participant deferral / active EE | $7,340 | $4,699+56.2% | $4,085+79.7% | $6,396+14.8% |
| Admin fee / account holder | $3,768 | $10,844-65.2% | $9,256-59.3% | $12,562-70.0% |