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 | $773,362 | $154,228+401.4% | $145,433+431.8% | $137,256+463.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.45% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $11,130 | $4,804+131.7% | $4,554+144.4% | $4,156+167.8% |
| Participant deferral / active EE | $31,250 | $8,216+280.3% | $7,897+295.7% | $6,407+387.8% |
| Admin fee / account holder | $25,116 | $14,344+75.1% | $13,129+91.3% | $12,270+104.7% |