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 | $355,064 | $124,330+185.6% | $109,173+225.2% | $167,536+111.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.50% | 26.04%-14.5pp | 25.75%-14.3pp | 478.82%-467.3pp |
| Employer contribution / active EE | $806 | $4,209-80.9% | $3,723-78.3% | $4,839-83.3% |
| Participant deferral / active EE | $5,452 | $5,256+3.7% | $4,654+17.2% | $6,342-14.0% |
| Admin fee / account holder | $7,108 | $7,974-10.9% | $6,755+5.2% | $12,315-42.3% |