Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $334,053 | $123,898+169.6% | $116,538+186.6% | $155,188+115.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.8%+19.2pp |
| Annual return | 21.78% | 16.04%+5.7pp | 17.97%+3.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $22,046 | $4,739+365.2% | $4,541+385.5% | $4,248+419.0% |
| Participant deferral / active EE | $10,333 | $6,400+61.5% | $6,207+66.5% | $6,531+58.2% |
| Admin fee / account holder | $1,965 | $9,174-78.6% | $8,737-77.5% | $14,480-86.4% |