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 | $776,062 | $118,708+553.8% | $98,920+684.5% | $158,982+388.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.85% | 372.49%-357.6pp | 196.47%-181.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $35,139 | $3,334+954.0% | $2,689+1206.6% | $4,763+637.8% |
| Participant deferral / active EE | $22,750 | $5,089+347.0% | $4,245+435.9% | $5,983+280.2% |
| Admin fee / account holder | $3,249 | $10,134-67.9% | $6,643-51.1% | $11,252-71.1% |