Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $792,368 | $109,904+621.0% | $97,167+715.5% | $145,959+442.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.06% | 243.43%-228.4pp | 75.27%-60.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $821 | $3,084-73.4% | $2,729-69.9% | $4,661-82.4% |
| Participant deferral / active EE | $950 | $4,676-79.7% | $4,264-77.7% | $6,689-85.8% |
| Admin fee / account holder | $12,330 | $6,216+98.4% | $5,650+118.2% | $13,398-8.0% |