Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $301,358 | $96,643+211.8% | $86,617+247.9% | $139,456+116.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.18% | 106.57%-95.4pp | 591.91%-580.7pp | 373.45%-362.3pp |
| Employer contribution / active EE | $1,999 | $3,264-38.8% | $3,023-33.9% | $4,753-57.9% |
| Participant deferral / active EE | $10,675 | $4,835+120.8% | $4,437+140.6% | $6,711+59.1% |
| Admin fee / account holder | $760 | $6,406-88.1% | $5,613-86.5% | $11,407-93.3% |