Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $294,380 | $117,829+149.8% | $102,423+187.4% | $145,877+101.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 26.43% | 31.83%-5.4pp | 29.42%-3.0pp | 551.28%-524.9pp |
| Employer contribution / active EE | $1,425 | $3,615-60.6% | $3,023-52.9% | $4,663-69.4% |
| Participant deferral / active EE | $17,030 | $5,732+197.1% | $5,054+236.9% | $6,691+154.5% |
| Admin fee / account holder | $9,998 | $13,335-25.0% | $9,455+5.8% | $13,402-25.4% |