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 | $260,143 | $154,228+68.7% | $145,433+78.9% | $137,256+89.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 12.51% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.8pp |
| Employer contribution / active EE | $1,612 | $4,804-66.4% | $4,554-64.6% | $4,156-61.2% |
| Participant deferral / active EE | $3,484 | $8,216-57.6% | $7,897-55.9% | $6,407-45.6% |
| Admin fee / account holder | $2,412 | $14,344-83.2% | $13,129-81.6% | $12,270-80.3% |