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 | $283,358 | $107,363+163.9% | $92,909+205.0% | $152,897+85.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.5%+2.2pp |
| Annual return | 21.66% | 145.63%-124.0pp | 109.44%-87.8pp | 345.43%-323.8pp |
| Employer contribution / active EE | $3,113 | $4,222-26.3% | $3,653-14.8% | $4,764-34.6% |
| Participant deferral / active EE | $9,661 | $4,848+99.3% | $4,238+128.0% | $5,851+65.1% |
| Admin fee / account holder | $2,687 | $7,082-62.0% | $5,795-53.6% | $11,599-76.8% |