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 | $526,120 | $90,614+480.6% | $76,089+591.5% | $145,877+260.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.47% | 623.80%-608.3pp | 360.94%-345.5pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,874 | $3,324-43.6% | $2,690-30.3% | $4,663-59.8% |
| Participant deferral / active EE | $6,116 | $5,168+18.3% | $4,259+43.6% | $6,691-8.6% |
| Admin fee / account holder | $20,434 | $8,376+143.9% | $6,418+218.4% | $13,402+52.5% |