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 | $552,596 | $117,895+368.7% | $102,460+439.3% | $145,897+278.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 31.92%-19.6pp | 29.47%-17.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $16,685 | $3,619+361.1% | $3,025+451.6% | $4,663+257.9% |
| Participant deferral / active EE | $23,000 | $5,736+301.0% | $5,056+354.9% | $6,689+243.8% |
| Admin fee / account holder | $74,650 | $13,353+459.1% | $9,460+689.1% | $13,390+457.5% |