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 | $569,056 | $165,399+244.1% | $149,745+280.0% | $158,982+257.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.70% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,808 | $5,105-25.4% | $4,646-18.0% | $4,763-20.0% |
| Participant deferral / active EE | $5,654 | $7,183-21.3% | $6,843-17.4% | $5,983-5.5% |
| Admin fee / account holder | $2,619 | $10,811-75.8% | $9,312-71.9% | $11,252-76.7% |