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 | $677,267 | $72,071+839.7% | $68,368+890.6% | $137,256+393.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.36% | 353.14%-339.8pp | 292.57%-279.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $14,780 | $2,788+430.1% | $2,649+458.0% | $4,156+255.6% |
| Participant deferral / active EE | $16,230 | $4,410+268.0% | $4,123+293.7% | $6,407+153.3% |
| Admin fee / account holder | $3,984 | $5,336-25.3% | $5,150-22.6% | $12,270-67.5% |