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 | $666,037 | $157,296+323.4% | $141,191+371.7% | $152,897+335.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 24.19% | 64.34%-40.2pp | 71.41%-47.2pp | 345.43%-321.2pp |
| Employer contribution / active EE | $3,284 | $5,262-37.6% | $4,736-30.7% | $4,764-31.1% |
| Participant deferral / active EE | $10,915 | $7,111+53.5% | $6,710+62.7% | $5,851+86.5% |
| Admin fee / account holder | $10,455 | $12,125-13.8% | $10,264+1.9% | $11,599-9.9% |