Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $277,142 | $111,814+147.9% | $103,378+168.1% | $145,978+89.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.98% | 24.80%-10.8pp | 24.91%-10.9pp | 550.52%-536.5pp |
| Employer contribution / active EE | $5,472 | $4,215+29.8% | $3,870+41.4% | $4,662+17.4% |
| Participant deferral / active EE | $27,975 | $5,618+398.0% | $5,058+453.1% | $6,690+318.2% |
| Admin fee / account holder | $38,093 | $9,764+290.1% | $8,401+353.4% | $13,400+184.3% |