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 | $387,024 | $87,166+344.0% | $76,735+404.4% | $137,256+182.0% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 14.81% | 26.50%-11.7pp | 29.77%-15.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,223 | $2,904-23.5% | $2,454-9.4% | $4,156-46.5% |
| Participant deferral / active EE | $8,024 | $4,726+69.8% | $4,088+96.3% | $6,407+25.2% |
| Admin fee / account holder | $3,348 | $8,403-60.2% | $7,189-53.4% | $12,270-72.7% |