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 | $285,558 | $72,071+296.2% | $68,368+317.7% | $137,256+108.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.73% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $17,205 | $2,788+517.1% | $2,649+549.5% | $4,156+314.0% |
| Participant deferral / active EE | $13,766 | $4,410+212.2% | $4,123+233.9% | $6,407+114.9% |
| Admin fee / account holder | $2,780 | $5,336-47.9% | $5,150-46.0% | $12,270-77.3% |