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 | $631,168 | $160,040+294.4% | $147,096+329.1% | $145,877+332.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.56% | 98.49%-80.9pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $19,668 | $5,289+271.8% | $4,936+298.5% | $4,663+321.8% |
| Participant deferral / active EE | $14,073 | $8,429+67.0% | $8,071+74.4% | $6,691+110.3% |
| Admin fee / account holder | $19,092 | $15,050+26.9% | $13,005+46.8% | $13,402+42.5% |