Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $2,464,498 | $99,668+2372.7% | $86,451+2750.7% | $134,545+1731.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.36% | 6789.61%-6793.0pp | 4398.51%-4401.9pp | 418.37%-421.7pp |
| Employer contribution / active EE | $23,938 | $4,403+443.7% | $3,770+535.0% | $4,742+404.8% |
| Participant deferral / active EE | $10,114 | $7,249+39.5% | $6,953+45.5% | $6,401+58.0% |
| Admin fee / account holder | $117,409 | $8,377+1301.6% | $6,734+1643.4% | $11,431+927.1% |