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 | $280,999 | $172,111+63.3% | $150,298+87.0% | $137,256+104.7% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 12.11% | 69.37%-57.3pp | 62.79%-50.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $5,043 | $4,636+8.8% | $4,154+21.4% | $4,156+21.3% |
| Participant deferral / active EE | $10,820 | $6,166+75.5% | $5,453+98.4% | $6,407+68.9% |
| Admin fee / account holder | $9,830 | $16,471-40.3% | $14,116-30.4% | $12,270-19.9% |