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 | $299,953 | $89,364+235.7% | $141,177+112.5% | $72,983+311.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.78% | 111.86%-88.1pp | 71.40%-47.6pp | 81.01%-57.2pp |
| Employer contribution / active EE | $2,562 | $3,115-17.7% | $4,736-45.9% | $2,440+5.0% |
| Participant deferral / active EE | $4,772 | $5,419-11.9% | $6,710-28.9% | $3,608+32.3% |
| Admin fee / account holder | $879 | $5,959-85.3% | $10,263-91.4% | $5,124-82.9% |