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 | $936,878 | $208,088+350.2% | $186,193+403.2% | $154,746+505.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 15.95% | 89.97%-74.0pp | 78.03%-62.1pp | 172.34%-156.4pp |
| Employer contribution / active EE | $31,000 | $4,340+614.3% | $3,918+691.2% | $4,379+607.9% |
| Participant deferral / active EE | $33,750 | $7,078+376.8% | $6,513+418.2% | $6,730+401.5% |
| Admin fee / account holder | $79,764 | $11,698+581.8% | $11,058+621.3% | $14,365+455.3% |