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 | $286,065 | $110,337+159.3% | $102,383+179.4% | $145,877+96.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.31% | 24.83%+8.5pp | 24.94%+8.4pp | 551.28%-518.0pp |
| Employer contribution / active EE | $2,978 | $4,216-29.4% | $3,870-23.1% | $4,663-36.1% |
| Participant deferral / active EE | $7,266 | $5,621+29.3% | $5,060+43.6% | $6,691+8.6% |
| Admin fee / account holder | $341 | $9,750-96.5% | $8,391-95.9% | $13,402-97.5% |