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 | $733,180 | $133,998+447.2% | $112,263+553.1% | $134,545+444.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.47% | 47.17%-50.6pp | 27.49%-31.0pp | 418.37%-421.8pp |
| Employer contribution / active EE | $23,572 | $4,040+483.4% | $3,636+548.3% | $4,742+397.1% |
| Participant deferral / active EE | $27,146 | $5,292+412.9% | $4,729+474.0% | $6,401+324.1% |
| Admin fee / account holder | $23,769 | $7,493+217.2% | $6,410+270.8% | $11,431+107.9% |