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 | $765,544 | $162,136+372.2% | $152,301+402.7% | $154,746+394.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.65% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,895 | $4,890-40.8% | $4,624-37.4% | $4,379-33.9% |
| Participant deferral / active EE | $7,484 | $8,341-10.3% | $8,004-6.5% | $6,730+11.2% |
| Admin fee / account holder | $53,678 | $15,759+240.6% | $14,398+272.8% | $14,365+273.7% |