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 | $364,839 | $100,911+261.5% | $90,440+303.4% | $158,966+129.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 13.86% | 1726.62%-1712.8pp | 1294.38%-1280.5pp | 302.95%-289.1pp |
| Employer contribution / active EE | $9,119 | $3,690+147.1% | $3,263+179.5% | $4,762+91.5% |
| Participant deferral / active EE | $13,226 | $4,348+204.2% | $3,964+233.7% | $5,983+121.1% |
| Admin fee / account holder | $3,451 | $6,507-47.0% | $5,615-38.5% | $11,250-69.3% |