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 | $300,032 | $111,878+168.2% | $93,727+220.1% | $145,897+105.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.69% | 204.28%-193.6pp | 133.83%-123.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $14,250 | $3,092+360.8% | $2,421+488.5% | $4,663+205.6% |
| Participant deferral / active EE | $7,300 | $4,920+48.4% | $4,417+65.3% | $6,689+9.1% |
| Admin fee / account holder | $16,114 | $10,256+57.1% | $8,292+94.3% | $13,390+20.3% |