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 | $303,305 | $69,252+338.0% | $64,099+373.2% | $139,456+117.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.78% | 45.89%-23.1pp | 33.70%-10.9pp | 373.45%-350.7pp |
| Employer contribution / active EE | $15,000 | $3,184+371.1% | $2,748+445.8% | $4,753+215.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,780 | $4,248-34.6% | $3,070-9.5% | $11,407-75.6% |