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 | $445,348 | $166,131+168.1% | $164,975+169.9% | $145,877+205.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 100.37%-89.9pp | 70.12%-59.7pp | 551.28%-540.8pp |
| Employer contribution / active EE | $17,463 | $5,276+231.0% | $4,343+302.1% | $4,663+274.5% |
| Participant deferral / active EE | $11,278 | $6,962+62.0% | $6,033+86.9% | $6,691+68.6% |
| Admin fee / account holder | $1,970 | $16,648-88.2% | $12,688-84.5% | $13,402-85.3% |