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 | $532,362 | $185,312+187.3% | $161,489+229.7% | $154,746+244.0% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 16.41% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,933 | $4,769-38.5% | $4,268-31.3% | $4,379-33.0% |
| Participant deferral / active EE | $8,766 | $6,350+38.0% | $5,630+55.7% | $6,730+30.2% |
| Admin fee / account holder | $41,863 | $18,654+124.4% | $16,006+161.6% | $14,365+191.4% |