Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,039,774 | $133,998+676.0% | $112,263+826.2% | $134,545+672.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.90% | 47.17%-63.1pp | 27.49%-43.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $25,616 | $4,040+534.0% | $3,636+604.5% | $4,742+440.2% |
| Participant deferral / active EE | $15,366 | $5,292+190.3% | $4,729+224.9% | $6,401+140.0% |
| Admin fee / account holder | $7,926 | $7,493+5.8% | $6,410+23.6% | $11,431-30.7% |