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 | $318,656 | $123,155+158.7% | $108,753+193.0% | $155,188+105.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.81% | 44.73%-28.9pp | 37.47%-21.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,367 | $2,811-51.4% | $2,427-43.7% | $4,248-67.8% |
| Participant deferral / active EE | $13,570 | $4,623+193.5% | $4,115+229.8% | $6,531+107.8% |
| Admin fee / account holder | $2,678 | $12,126-77.9% | $10,320-74.0% | $14,480-81.5% |