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 | $262,003 | $217,432+20.5% | $185,849+41.0% | $167,536+56.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.35% | 148.42%-137.1pp | 122.10%-110.7pp | 478.82%-467.5pp |
| Employer contribution / active EE | $1,592 | $5,875-72.9% | $5,169-69.2% | $4,839-67.1% |
| Participant deferral / active EE | $7,685 | $6,357+20.9% | $5,569+38.0% | $6,342+21.2% |
| Admin fee / account holder | $2,390 | $19,818-87.9% | $16,244-85.3% | $12,315-80.6% |