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 | $501,988 | $202,342+148.1% | $172,752+190.6% | $152,897+228.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.28% | 1029.83%-1005.5pp | 802.97%-778.7pp | 345.43%-321.1pp |
| Employer contribution / active EE | $13,919 | $5,858+137.6% | $5,144+170.6% | $4,764+192.2% |
| Participant deferral / active EE | $9,948 | $5,948+67.2% | $5,198+91.4% | $5,851+70.0% |
| Admin fee / account holder | $17,229 | $17,111+0.7% | $13,955+23.5% | $11,599+48.5% |