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 | $711,478 | $138,102+415.2% | $125,381+467.5% | $134,532+428.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.76% | 750.73%-763.5pp | 572.31%-585.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $18,433 | $7,801+136.3% | $7,448+147.5% | $6,401+188.0% |
| Admin fee / account holder | $2,263 | $11,568-80.4% | $10,007-77.4% | $11,429-80.2% |