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 | $584,847 | $175,212+233.8% | $149,682+290.7% | $139,427+319.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.11% | 166.63%-150.5pp | 134.35%-118.2pp | 373.27%-357.2pp |
| Employer contribution / active EE | $6,884 | $5,475+25.7% | $4,818+42.9% | $4,752+44.9% |
| Participant deferral / active EE | $11,830 | $6,520+81.5% | $5,681+108.3% | $6,711+76.3% |
| Admin fee / account holder | $599 | $16,150-96.3% | $13,210-95.5% | $11,404-94.7% |