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 | $977,873 | $213,785+357.4% | $185,441+427.3% | $155,188+530.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 14.70% | 19.97%-5.3pp | 20.16%-5.5pp | 148.84%-134.1pp |
| Employer contribution / active EE | $11,880 | $5,393+120.3% | $4,672+154.3% | $4,248+179.7% |
| Participant deferral / active EE | $11,880 | $6,864+73.1% | $6,152+93.1% | $6,531+81.9% |
| Admin fee / account holder | $24,849 | $21,134+17.6% | $17,890+38.9% | $14,480+71.6% |