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 | $387,154 | $162,136+138.8% | $152,301+154.2% | $154,746+150.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.13% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $9,396 | $4,890+92.1% | $4,624+103.2% | $4,379+114.6% |
| Participant deferral / active EE | $5,671 | $8,341-32.0% | $8,004-29.1% | $6,730-15.7% |
| Admin fee / account holder | $11,344 | $15,759-28.0% | $14,398-21.2% | $14,365-21.0% |