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 | $542,782 | $167,353+224.3% | $143,797+277.5% | $134,545+303.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.30% | 0.48%-12.8pp | -0.04%-12.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $40,542 | $5,620+621.3% | $4,952+718.6% | $4,742+755.0% |
| Participant deferral / active EE | $23,100 | $6,447+258.3% | $5,638+309.7% | $6,401+260.9% |
| Admin fee / account holder | $1,732 | $18,096-90.4% | $14,679-88.2% | $11,431-84.8% |