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 | $290,050 | $153,769+88.6% | $133,975+116.5% | $273,972+5.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.50% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,396 | $6,029-27.1% | $5,211-15.6% | $4,869-9.7% |
| Participant deferral / active EE | $16,625 | $6,958+138.9% | $6,282+164.6% | $5,287+214.4% |
| Admin fee / account holder | $631 | $11,765-94.6% | $9,324-93.2% | $10,133-93.8% |