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 | $481,102 | $125,778+282.5% | $114,563+319.9% | $154,746+210.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 11.04% | 295.14%-284.1pp | 241.09%-230.1pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,732 | $2,806-38.3% | $2,592-33.2% | $4,379-60.5% |
| Participant deferral / active EE | $959 | $4,445-78.4% | $4,142-76.9% | $6,730-85.8% |
| Admin fee / account holder | $17,424 | $8,190+112.7% | $7,623+128.6% | $14,365+21.3% |