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 | $273,662 | $82,882+230.2% | $127,803+114.1% | $72,976+275.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 104.71% | 32.20%+72.5pp | 26.14%+78.6pp | 81.02%+23.7pp |
| Employer contribution / active EE | $6,036 | $3,346+80.4% | $4,576+31.9% | $2,440+147.4% |
| Participant deferral / active EE | $5,772 | $4,791+20.5% | $6,023-4.2% | $3,608+60.0% |
| Admin fee / account holder | $10,242 | $6,487+57.9% | $9,399+9.0% | $5,124+99.9% |