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 | $332,161 | $181,062+83.5% | $158,223+109.9% | $155,188+114.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.45% | 57.39%-43.9pp | 52.09%-38.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $4,125 | $4,565-9.6% | $4,109+0.4% | $4,248-2.9% |
| Participant deferral / active EE | $4,125 | $6,134-32.8% | $5,467-24.6% | $6,531-36.8% |
| Admin fee / account holder | $2,160 | $18,825-88.5% | $16,047-86.5% | $14,480-85.1% |