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 | $718,535 | $100,970+611.6% | $96,576+644.0% | $137,256+423.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.13% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,867 | $3,809-24.7% | $3,553-19.3% | $4,156-31.0% |
| Participant deferral / active EE | $8,599 | $8,286+3.8% | $7,956+8.1% | $6,407+34.2% |
| Admin fee / account holder | $2,603 | $11,312-77.0% | $11,381-77.1% | $12,270-78.8% |