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 | $392,236 | $100,911+288.7% | $90,440+333.7% | $158,966+146.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.50% | 1726.62%-1713.1pp | 1294.38%-1280.9pp | 302.95%-289.5pp |
| Employer contribution / active EE | $761 | $3,690-79.4% | $3,263-76.7% | $4,762-84.0% |
| Participant deferral / active EE | $12,055 | $4,348+177.2% | $3,964+204.1% | $5,983+101.5% |
| Admin fee / account holder | $15,883 | $6,507+144.1% | $5,615+182.9% | $11,250+41.2% |