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 | $387,565 | $99,652+288.9% | $78,778+392.0% | $147,586+162.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.97% | 47.28%-36.3pp | 35.62%-24.7pp | 578.59%-567.6pp |
| Employer contribution / active EE | $15,041 | $2,796+438.0% | $1,986+657.5% | $4,876+208.4% |
| Participant deferral / active EE | $5,804 | $3,664+58.4% | $2,958+96.2% | $5,439+6.7% |
| Admin fee / account holder | $7,410 | $7,155+3.6% | $5,134+44.3% | $10,886-31.9% |