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 | $388,558 | $185,312+109.7% | $161,489+140.6% | $154,746+151.1% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 16.23% | 103.84%-87.6pp | 89.72%-73.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $3,593 | $4,769-24.7% | $4,268-15.8% | $4,379-17.9% |
| Participant deferral / active EE | $5,764 | $6,350-9.2% | $5,630+2.4% | $6,730-14.4% |
| Admin fee / account holder | $9,761 | $18,654-47.7% | $16,006-39.0% | $14,365-32.1% |