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 | $641,238 | $227,291+182.1% | $214,702+198.7% | $155,188+313.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.23% | 60.08%-44.8pp | 54.55%-39.3pp | 148.84%-133.6pp |
| Employer contribution / active EE | $11,423 | $6,772+68.7% | $6,461+76.8% | $4,248+168.9% |
| Participant deferral / active EE | $13,406 | $9,582+39.9% | $9,147+46.6% | $6,531+105.3% |
| Admin fee / account holder | $1,107 | $20,413-94.6% | $19,830-94.4% | $14,480-92.4% |