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 | $607,804 | $113,941+433.4% | $94,229+545.0% | $125,389+384.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.28% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.5pp |
| Employer contribution / active EE | $15,407 | $4,727+225.9% | $3,587+329.6% | $4,866+216.6% |
| Participant deferral / active EE | $9,600 | $5,179+85.4% | $4,320+122.2% | $5,352+79.4% |
| Admin fee / account holder | $50,014 | $8,392+496.0% | $6,269+697.8% | $9,541+424.2% |