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 | $1,045,812 | $175,259+496.7% | $149,723+598.5% | $139,487+649.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.27% | 166.82%-145.6pp | 134.50%-113.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $32,807 | $5,478+498.8% | $4,821+580.5% | $4,755+590.0% |
| Participant deferral / active EE | $19,586 | $6,522+200.3% | $5,682+244.7% | $6,713+191.8% |
| Admin fee / account holder | $2,501 | $16,158-84.5% | $13,215-81.1% | $11,407-78.1% |