Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $447,868 | $162,136+176.2% | $152,301+194.1% | $154,746+189.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.49% | 91.02%-70.5pp | 80.50%-60.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $30,159 | $4,890+516.7% | $4,624+552.2% | $4,379+588.7% |
| Participant deferral / active EE | $20,750 | $8,341+148.8% | $8,004+159.3% | $6,730+208.3% |
| Admin fee / account holder | $1,896 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |