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 | $333,509 | $72,071+362.7% | $68,368+387.8% | $137,256+143.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.60% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $18,160 | $2,788+551.4% | $2,649+585.6% | $4,156+337.0% |
| Participant deferral / active EE | $10,602 | $4,410+140.4% | $4,123+157.2% | $6,407+65.5% |
| Admin fee / account holder | $1,404 | $5,336-73.7% | $5,150-72.7% | $12,270-88.6% |