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 | $393,916 | $118,496+232.4% | $98,461+300.1% | $139,466+182.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 22.97% | 18.96%+4.0pp | 21.17%+1.8pp | 373.66%-350.7pp |
| Employer contribution / active EE | $11,660 | $3,611+222.9% | $3,049+282.5% | $4,754+145.3% |
| Participant deferral / active EE | $7,879 | $5,393+46.1% | $4,738+66.3% | $6,712+17.4% |
| Admin fee / account holder | $6,500 | $14,056-53.8% | $8,961-27.5% | $11,409-43.0% |