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 | $277,026 | $172,111+61.0% | $150,298+84.3% | $137,256+101.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,126 | $4,636-54.2% | $4,154-48.8% | $4,156-48.9% |
| Participant deferral / active EE | $8,587 | $6,166+39.3% | $5,453+57.5% | $6,407+34.0% |
| Admin fee / account holder | $2,842 | $16,471-82.7% | $14,116-79.9% | $12,270-76.8% |