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 | $779,163 | $167,353+365.6% | $143,797+441.8% | $134,545+479.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.98% | 0.48%-17.5pp | -0.04%-16.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $10,434 | $5,620+85.6% | $4,952+110.7% | $4,742+120.1% |
| Participant deferral / active EE | $10,800 | $6,447+67.5% | $5,638+91.5% | $6,401+68.7% |
| Admin fee / account holder | $7,397 | $18,096-59.1% | $14,679-49.6% | $11,431-35.3% |