Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $522,908 | $160,040+226.7% | $147,096+255.5% | $145,877+258.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.50% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.8pp |
| Employer contribution / active EE | $15,376 | $5,289+190.7% | $4,936+211.5% | $4,663+229.7% |
| Participant deferral / active EE | $13,156 | $8,429+56.1% | $8,071+63.0% | $6,691+96.6% |
| Admin fee / account holder | $2,046 | $15,050-86.4% | $13,005-84.3% | $13,402-84.7% |