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 | $750,528 | $118,695+532.3% | $98,916+658.8% | $158,950+372.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 12.01% | 372.39%-360.4pp | 196.45%-184.4pp | 302.91%-290.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,185 | $5,088+218.1% | $4,245+281.3% | $5,983+170.5% |
| Admin fee / account holder | $3,887 | $10,132-61.6% | $6,642-41.5% | $11,248-65.4% |