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 | $692,942 | $90,614+664.7% | $76,089+810.7% | $145,877+375.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.52% | 623.80%-613.3pp | 360.94%-350.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $23,350 | $3,324+602.4% | $2,690+768.0% | $4,663+400.8% |
| Participant deferral / active EE | $13,150 | $5,168+154.4% | $4,259+208.7% | $6,691+96.5% |
| Admin fee / account holder | $12,650 | $8,376+51.0% | $6,418+97.1% | $13,402-5.6% |