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 | $360,356 | $254,759+41.4% | $216,567+66.4% | $198,609+81.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 14.28% | 10.04%+4.2pp | 12.94%+1.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $14,130 | $6,096+131.8% | $5,216+170.9% | $5,055+179.5% |
| Participant deferral / active EE | $3,237 | $6,948-53.4% | $6,191-47.7% | $6,977-53.6% |
| Admin fee / account holder | $2,510 | $26,311-90.5% | $21,981-88.6% | $19,030-86.8% |