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 | $839,707 | $211,224+297.5% | $178,505+370.4% | $145,897+475.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.93% | 30.28%-15.4pp | 27.16%-12.2pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,425 | $4,577-25.2% | $3,955-13.4% | $4,663-26.5% |
| Participant deferral / active EE | $20,985 | $6,966+201.3% | $6,280+234.1% | $6,689+213.7% |
| Admin fee / account holder | $5,022 | $12,109-58.5% | $10,428-51.8% | $13,390-62.5% |