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 | $731,755 | $88,778+724.3% | $81,844+794.1% | $145,884+401.6% |
| Participation rate | 71.4% | 75.1%-3.6pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 12.37% | 1033.03%-1020.7pp | 778.87%-766.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $6,127 | $3,087+98.5% | $2,916+110.1% | $4,662+31.4% |
| Participant deferral / active EE | $10,469 | $4,648+125.2% | $4,323+142.1% | $6,690+56.5% |
| Admin fee / account holder | $16,745 | $8,430+98.6% | $7,355+127.7% | $13,392+25.0% |