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 | $330,707 | $95,580+246.0% | $76,872+330.2% | $139,466+137.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.64% | 55.00%-45.4pp | 37.90%-28.3pp | 373.66%-364.0pp |
| Employer contribution / active EE | $11,469 | $3,145+264.7% | $2,533+352.7% | $4,754+141.3% |
| Participant deferral / active EE | $10,515 | $4,623+127.5% | $3,832+174.4% | $6,712+56.7% |
| Admin fee / account holder | $7,875 | $8,302-5.1% | $5,476+43.8% | $11,409-31.0% |